Mark Anthony Spencer
Financial Adviser in Ballarat, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246157
- Location
- Ballarat VIC 3350
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 1 June 2012
- First provided advice
- 1985
- Qualifications
- Bachelor of Business, Swinburne Institute of Technology (1981); Certified Practising Accountant (CPA), CPA Australia (1985); Public Practice Certificate, CPA Australia (1988); Financial Planning Specialist, CPA Australia (1990); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020); Commercial Law, Kaplan Education Pty Ltd (2023)
- Memberships
- CPA Australia (CPA)
- 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 Spencer
Mark Anthony Spencer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ballarat, Victoria (adviser number 000246157).
Mark provides advice as an authorised representative of Shadforth Financial Group Limited, which holds Australian financial services licence 318613. The current authorisation started on 1 June 2012.
According to the register, Mark first provided financial advice in 1985. Qualifications and training on file include Bachelor of Business (Swinburne Institute of Technology, 1981), Certified Practising Accountant (CPA) (CPA Australia, 1985) and Public Practice Certificate (CPA Australia, 1988). Mark is recorded as a member of CPA Australia (CPA).
The authorisation covers advice 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 Spencer a registered financial adviser?
Yes. Mark Anthony Spencer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246157.
Which licensee does Mark Anthony Spencer work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Mark Anthony Spencer 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.