Mark Macgregor
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000943
- Location
- Ballina NSW 2478
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 23 November 2015
- First provided advice
- 1998
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); Margin Lending and Geared Investments, Kaplan Professional (2011); Self Managed Superannuation Funds, Kaplan Professional (2014)
- 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 Macgregor
Mark Macgregor is a financial adviser in Ballina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001000943.
The licensee Mark advises under is Findex Advice Services Pty Ltd (AFS licence 243253). The current authorisation started on 23 November 2015.
The register records 1998 as the year Mark first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006), Margin Lending and Geared Investments (Kaplan Professional, 2011) and Self Managed Superannuation Funds (Kaplan Professional, 2014).
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 Macgregor a registered financial adviser?
Yes. Mark Macgregor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000943.
Which licensee does Mark Macgregor work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Mark Macgregor 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.