Mark James Anderson
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002928
- Location
- Bathurst NSW 2795
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 8 December 2020
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Finance/Marketing), Charles Sturt University (2006); Diploma of Financial Services (Financial Planning), Kaplan (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Ethics and Professionalism in Financial Advice, Kaplan (2019); SMSF, Kaplan (2020); Margin Lending Specialist, Kaplan (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark James Anderson
On the Financial Advisers Register kept by ASIC, Mark James Anderson appears as a current financial adviser in Bathurst, New South Wales, adviser number 001002928.
The licensee Mark advises under is Fortnum Advice Pty Ltd (AFS licence 519190). The current authorisation started on 8 December 2020.
The register records 2007 as the year Mark first provided financial advice. The qualifications listed for Mark include Bachelor of Business (Finance/Marketing) (Charles Sturt University, 2006), Diploma of Financial Services (Financial Planning) (Kaplan, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012).
Mark is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Mark James Anderson a registered financial adviser?
Yes. Mark James Anderson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002928.
Which licensee does Mark James Anderson work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can Mark James Anderson 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.