Mark John Smith
Financial Adviser in North Lakes, Queensland, Australia
Review Mark John Smith
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 number001004085
- Location
- North Lakes QLD 4509
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 30 August 2022
- First provided advice
- 1999
- Qualifications
- 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2003); Self Managed Superannuation Funds, Kaplan Professional Education (2011); Margin Lending, Kaplan Professional Education (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- Memberships
- Accredited Behavioural Finance Professional; Chartered Retirement Planning Counsellor; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark John Smith
Mark John Smith is a financial adviser in North Lakes, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001004085.
Mark provides advice as an authorised representative of Ri Advice Group Pty Ltd, which holds Australian financial services licence 238429. The current authorisation started on 30 August 2022.
The register records 1999 as the year Mark first provided financial advice. Qualifications and training on file include 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2003), Self Managed Superannuation Funds (Kaplan Professional Education, 2011) and Margin Lending (Kaplan Professional Education, 2013). Professional memberships recorded: Accredited Behavioural Finance Professional, Chartered Retirement Planning Counsellor and 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Mark John Smith here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Mark John Smith a registered financial adviser?
Yes. Mark John Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004085.
Which licensee does Mark John Smith work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Mark John Smith give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.