Mark Jeremy Baldwin
Financial Adviser in Payneham, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001242066
- Location
- Payneham SA 5070
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 8 October 2022
- First provided advice
- 2016
- Qualifications
- Master of Financial Planning, Kaplan Professional (2016); Self Managed Superannuation Funds, Kaplan Professional (2017); Tier 1 Margin Lending, Kaplan Professional (2017); TASACLv2 Commercial Law, Kaplan Professional (2018)
- Memberships
- Financial Advice Association of Australia (FAAA); The Chartered Institute of Management Accountants
- 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 Jeremy Baldwin
Mark Jeremy Baldwin is a financial adviser in Payneham, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001242066.
The licensee Mark advises under is Shartru Wealth Management Pty Ltd (AFS licence 422409). The current authorisation started on 8 October 2022.
The register records 2016 as the year Mark first provided financial advice. The qualifications listed for Mark include Master of Financial Planning (Kaplan Professional, 2016), Self Managed Superannuation Funds (Kaplan Professional, 2017) and Tier 1 Margin Lending (Kaplan Professional, 2017). Mark is recorded as a member of Financial Advice Association of Australia (FAAA) and The Chartered Institute of Management Accountants.
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 Jeremy Baldwin a registered financial adviser?
Yes. Mark Jeremy Baldwin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001242066.
Which licensee does Mark Jeremy Baldwin work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Mark Jeremy Baldwin 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.