Mark Jonathon Yeomans
Financial Adviser in Torrens Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250573
- Location
- Torrens Park SA 5062
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 12 January 2004
- First provided advice
- 1990
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2014); Margin Lending, Mentor Education Pty Ltd (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Jonathon Yeomans
Mark Jonathon Yeomans is a financial adviser in Torrens Park, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000250573.
Mark provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 12 January 2004.
The register records 1990 as the year Mark first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002), Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2014) and Margin Lending (Mentor Education Pty Ltd, 2015).
Mark is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Mark Jonathon Yeomans a registered financial adviser?
Yes. Mark Jonathon Yeomans is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250573.
Which licensee does Mark Jonathon Yeomans work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Mark Jonathon Yeomans 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."