Mark Cadogan
Financial Adviser in Balmain, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231835
- Location
- Balmain NSW 2041
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 2 August 2019
- First provided advice
- 1998
- Qualifications
- 22160 Commercial Law 1, University of Technology Sydney (1980); Bachelor of Business (major Accounting), University of Technology Sydney (1987); Chartered Accountants Program, Institute of Chartered Accountants (1989); ASX Listed Products Accreditation Course (LPAC), LPAC Online (2010); Margin Lending and Geared Investments, Kaplan Professional (2010)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Cadogan
Mark Cadogan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Balmain, New South Wales (adviser number 000231835).
Mark provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 2 August 2019.
According to the register, Mark first provided financial advice in 1998. The qualifications listed for Mark include 22160 Commercial Law 1 (University of Technology Sydney, 1980), Bachelor of Business (major Accounting) (University of Technology Sydney, 1987) and Chartered Accountants Program (Institute of Chartered Accountants, 1989). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
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 Cadogan a registered financial adviser?
Yes. Mark Cadogan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231835.
Which licensee does Mark Cadogan work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Mark Cadogan 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.