Mark Christopher Newbert
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249479
- Location
- Osborne Park WA 6017
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 1 July 2022
- First provided advice
- 1997
- Qualifications
- Bachelor of Commerce (Finance & Economics), Curtin University (1997); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Higher Education Pty Limited (2008); Diploma of Financial Services (Finance/Mortgage Broking Management), Kaplan Higher Education Pty Limited (2013); Margin Lending, Kaplan Higher Education Pty Limited (2013); MAI769 Ethics for Financial Services, Deakin University (2022)
- 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 Newbert
Mark Christopher Newbert is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Osborne Park, Western Australia (adviser number 000249479).
Mark provides advice as an authorised representative of Hillross Financial Services Limited, which holds Australian financial services licence 232705. That authorisation dates from 1 July 2022.
The register records 1997 as the year Mark first provided financial advice. The qualifications listed for Mark include Bachelor of Commerce (Finance & Economics) (Curtin University, 1997), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001) and Certificate IV Financial Services (Finance/Mortgage Broking) (Kaplan Higher Education Pty Limited, 2008).
Mark is authorised to advise 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.
A further restriction is recorded on the register: “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 Newbert a registered financial adviser?
Yes. Mark Christopher Newbert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249479.
Which licensee does Mark Christopher Newbert work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Mark Christopher Newbert 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."