Mark Carroll
Financial Adviser in Moree, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242759
- Location
- Moree NSW 2400
- Licensee
- Skybridge Portfolios Pty Ltd (AFSL 407092)
- Authorised since
- 1 April 2022
- First provided advice
- 1998
- Qualifications
- Certified Financial Planner (CFP), Financial Planning Association (FPA) (2001); Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2002); RG146 Margin Lending, MLC ThreeSixty (2010)
- 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 Carroll
On the Financial Advisers Register kept by ASIC, Mark Carroll appears as a current financial adviser in Moree, New South Wales, adviser number 000242759.
The licensee Mark advises under is Skybridge Portfolios Pty Ltd (AFS licence 407092). That authorisation dates from 1 April 2022.
According to the register, Mark first provided financial advice in 1998. The qualifications listed for Mark include Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2001), Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2002) and RG146 Margin Lending (MLC ThreeSixty, 2010).
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 Carroll a registered financial adviser?
Yes. Mark Carroll is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242759.
Which licensee does Mark Carroll work under?
Skybridge Portfolios Pty Ltd, Australian financial services licence 407092.
What can Mark Carroll 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.