Mark Anthony Pel
Financial Adviser in Nowra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245131
- Location
- Nowra NSW 2541
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 October 2019
- First provided advice
- 1996
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (FPA) (2001); Diploma of Financial Planning (1-8), Financial Planning Association of Australia (FPA) (2001); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2019); Masters of Financial Planning, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA); SMSF Association - SMSF Specialist Advisor (SSA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Anthony Pel
Mark Anthony Pel is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Nowra, New South Wales (adviser number 000245131).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 1 October 2019.
The register records 1996 as the year Mark first provided financial advice. The qualifications listed for Mark include Certified Financial Planner (Financial Planning Association of Australia (FPA), 2001), Diploma of Financial Planning (1-8) (Financial Planning Association of Australia (FPA), 2001) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA) and SMSF Association – SMSF Specialist Advisor (SSA).
Mark is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Mark Anthony Pel a registered financial adviser?
Yes. Mark Anthony Pel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245131.
Which licensee does Mark Anthony Pel work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Mark Anthony Pel give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.