Mark Jeffery Vincent
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000302616
- Location
- Adelaide SA 5000
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 8 March 2023
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), FINSIA (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012); Self Managed Superannuation Funds, Kaplan (2014); Ethics and Professionalism in Financial Advice, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- 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
- Restriction
- excluding self-managed super funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Jeffery Vincent
Mark Jeffery Vincent is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000302616.
Advice is given under the Australian financial services licence of Industry Fund Services Limited, licence number 232514. That authorisation dates from 8 March 2023.
The register records 2006 as the year Mark first provided financial advice. The qualifications listed for Mark include Diploma of Financial Services (Financial Planning) (FINSIA, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2012) and Self Managed Superannuation Funds (Kaplan, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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: “excluding self-managed super funds.”
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Questions people ask
Is Mark Jeffery Vincent a registered financial adviser?
Yes. Mark Jeffery Vincent is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000302616.
Which licensee does Mark Jeffery Vincent work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Mark Jeffery Vincent 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. It also records this restriction: "excluding self-managed super funds."