Mark Lindsay Doubleday
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001021
- Location
- Melbourne VIC 3000
- Licensee
- Annex Wealth Advisory Pty Ltd (AFSL 504681)
- Authorised since
- 16 July 2020
- First provided advice
- 2004
- Qualifications
- Bachelor of Science, Louisiana Tech University (1997); Diploma of Financial Services (Financial Planning), ThreeSixty (MLC Education) (2004)
- 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
- Restriction
- margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Lindsay Doubleday
Mark Lindsay Doubleday is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001001021.
The licensee Mark advises under is Annex Wealth Advisory Pty Ltd (AFS licence 504681). The current authorisation started on 16 July 2020.
According to the register, Mark first provided financial advice in 2004. Qualifications and training on file include Bachelor of Science (Louisiana Tech University, 1997) and Diploma of Financial Services (Financial Planning) (ThreeSixty (MLC Education), 2004).
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.
A further restriction is recorded on the register: “margin lending.”
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Questions people ask
Is Mark Lindsay Doubleday a registered financial adviser?
Yes. Mark Lindsay Doubleday is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001021.
Which licensee does Mark Lindsay Doubleday work under?
Annex Wealth Advisory Pty Ltd, Australian financial services licence 504681.
What can Mark Lindsay Doubleday 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. It also records this restriction: "margin lending."