Mark Christopher Barling
Financial Adviser in Caringbah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250509
- Location
- Caringbah NSW 2229
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 27 September 2011
- First provided advice
- 1983
- Qualifications
- Diploma of Life Insurance, Australian Insurance Institute (1989); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); Self Managed Superannuation Funds, International Institute of Technology Pty Ltd (IIT) (2015)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Christopher Barling
Mark Christopher Barling is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Caringbah, New South Wales (adviser number 000250509).
The licensee Mark advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 27 September 2011.
The register records 1983 as the year Mark first provided financial advice. The qualifications listed for Mark include Diploma of Life Insurance (Australian Insurance Institute, 1989), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000) and Self Managed Superannuation Funds (International Institute of Technology Pty Ltd (IIT), 2015).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Mark Christopher Barling a registered financial adviser?
Yes. Mark Christopher Barling is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250509.
Which licensee does Mark Christopher Barling work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Mark Christopher Barling 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."