Mark Climpson
Financial Adviser in Mitcham, Victoria, Australia
Review Mark Climpson
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 number000292201
- Location
- Mitcham VIC 3132
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 17 August 2005
- First provided advice
- 1989
- Qualifications
- Bachelor of Applied Science in Medical Laboratory Sciences, RMIT University (1985); Diploma of Financial Planning, Financial Planning Association of Australia Limited (2003); Chartered Life Practitioner, Financial Advice Association of Australia Limited (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation - Not Authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Climpson
Mark Climpson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mitcham, Victoria (adviser number 000292201).
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. That authorisation dates from 17 August 2005.
The register records 1989 as the year Mark first provided financial advice. Qualifications and training on file include Bachelor of Applied Science in Medical Laboratory Sciences (RMIT University, 1985), Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2003) and Chartered Life Practitioner (Financial Advice Association of Australia Limited, 2016). Mark is recorded as a member of Financial Advice Association of Australia (FAAA).
Mark is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – Not Authorised to provide SMSF advice.”
Reviews
Nobody has reviewed Mark Climpson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Mark Climpson a registered financial adviser?
Yes. Mark Climpson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000292201.
Which licensee does Mark Climpson work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Mark Climpson give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation - Not Authorised to provide SMSF advice."