Mark Campbell Opie
Financial Adviser in Melbourne, Victoria, Australia
Review Mark Campbell Opie
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001005602
- Location
- Melbourne VIC 3000
- Licensee
- Platinum Wealth Advisory Pty Ltd (AFSL 558788)
- Authorised since
- 5 September 2024
- First provided advice
- 2006
- Qualifications
- Bachelor of Business Banking and Finance, University of South Australia (2002); Graduate Diploma of Financial Planning, FINSIA (2007); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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 Campbell Opie
On the Financial Advisers Register kept by ASIC, Mark Campbell Opie appears as a current financial adviser in Melbourne, Victoria, adviser number 001005602.
Advice is given under the Australian financial services licence of Platinum Wealth Advisory Pty Ltd, licence number 558788. That authorisation dates from 5 September 2024.
The register records 2006 as the year Mark first provided financial advice. Qualifications and training on file include Bachelor of Business Banking and Finance (University of South Australia, 2002), Graduate Diploma of Financial Planning (FINSIA, 2007) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019).
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.
Reviews
Nobody has reviewed Mark Campbell Opie here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Mark Campbell Opie a registered financial adviser?
Yes. Mark Campbell Opie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005602.
Which licensee does Mark Campbell Opie work under?
Platinum Wealth Advisory Pty Ltd, Australian financial services licence 558788.
What can Mark Campbell Opie 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.