Mark David Furlong
Financial Adviser in Warragul, Victoria, Australia
Review Mark David Furlong
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 number000420243
- Location
- Warragul VIC 3820
- Licensee
- The Advice Exchange Pty Ltd (AFSL 278937)
- Authorised since
- 1 June 2016
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Finsia (2006); Advanced Diploma of Financial Planning, Kaplan (2015); Specialist SMSF Course, International Centre for Financial Services (2016); Ethics & Professionalism, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- Authorisation excludes Margin Lending and Credit (As related to Financial Planning)
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark David Furlong
Mark David Furlong is a financial adviser in Warragul, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000420243.
Advice is given under the Australian financial services licence of The Advice Exchange Pty Ltd, licence number 278937. That authorisation dates from 1 June 2016.
The register records 2012 as the year Mark first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Finsia, 2006), Advanced Diploma of Financial Planning (Kaplan, 2015) and Specialist SMSF Course (International Centre for Financial Services, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Mark is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorisation excludes Margin Lending and Credit (As related to Financial Planning).”
Reviews
Nobody has reviewed Mark David Furlong here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Mark David Furlong a registered financial adviser?
Yes. Mark David Furlong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000420243.
Which licensee does Mark David Furlong work under?
The Advice Exchange Pty Ltd, Australian financial services licence 278937.
What can Mark David Furlong 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. It also records this restriction: "Authorisation excludes Margin Lending and Credit (As related to Financial Planning)."