Mark Edward Bettinzoli
Financial Adviser in Orange, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254718
- Location
- Orange NSW 2800
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 19 February 2021
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2015); Bachelor of Business Studies, Charles Sturt University (2017); 5 Unit CFP Certification Program, Financial Planning Association of Australia (FPA) (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Accredited Aged Care Professional, Aged Care Steps (2021); Introduction to Self-Managed Superannuation Funds, Kaplan Professional (2021)
- 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
- Not authorised to provide personal advice on Margin Lending Facility or Listed Securities (Portfolios > $300k).
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Edward Bettinzoli
On the Financial Advisers Register kept by ASIC, Mark Edward Bettinzoli appears as a current financial adviser in Orange, New South Wales, adviser number 001254718.
The licensee Mark advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 19 February 2021.
The register records 2017 as the year Mark first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2015), Bachelor of Business Studies (Charles Sturt University, 2017) and 5 Unit CFP Certification Program (Financial Planning Association of Australia (FPA), 2020). 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.
A further restriction is recorded on the register: “Not authorised to provide personal advice on Margin Lending Facility or Listed Securities (Portfolios > $300k).”
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Questions people ask
Is Mark Edward Bettinzoli a registered financial adviser?
Yes. Mark Edward Bettinzoli is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254718.
Which licensee does Mark Edward Bettinzoli work under?
Count Financial Limited, Australian financial services licence 227232.
What can Mark Edward Bettinzoli 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: "Not authorised to provide personal advice on Margin Lending Facility or Listed Securities (Portfolios > $300k)."