Mark Lee Agnew
Financial Adviser in Caboolture, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004162
- Location
- Caboolture QLD 4510
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 29 November 2019
- First provided advice
- 2011
- Qualifications
- Bachelor of Engineering (Environmental Engineering), Griffith University (2000); Bachelor of Education, Queensland University of Technology (2004); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2010); Margin Lending & Geared Investments, Kaplan Higher Education Pty Limited (2011)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Lee Agnew
Mark Lee Agnew is a financial adviser in Caboolture, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001004162.
The licensee Mark advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). That authorisation dates from 29 November 2019.
According to the register, Mark first provided financial advice in 2011. Qualifications and training on file include Bachelor of Engineering (Environmental Engineering) (Griffith University, 2000), Bachelor of Education (Queensland University of Technology, 2004) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2010). Mark is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Lee Agnew a registered financial adviser?
Yes. Mark Lee Agnew is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004162.
Which licensee does Mark Lee Agnew work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Mark Lee Agnew 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.