Mark Norman Lowe
Financial Adviser in Aberfeldie, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000261171
- Location
- Aberfeldie VIC 3040
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 December 2023
- First provided advice
- 1984
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (2000); SMSF Specialist Adviser, SMSFA (2006); Graduate Diploma of Financial Planning, RMIT (2011); Introduction to Aged Care and Intermediate Aged Care Facts and Finance, Aged Care Adviser network (2011); FPC001B Economic and Legal Context for Financial Planning, Kaplan Professional (2022); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024); Taxation for Financial Planning FPC006, Kaplan Professional (2024)
- 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 Norman Lowe
On the Financial Advisers Register kept by ASIC, Mark Norman Lowe appears as a current financial adviser in Aberfeldie, Victoria, adviser number 000261171.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 1 December 2023.
The register records 1984 as the year Mark first provided financial advice. The qualifications listed for Mark include Certified Financial Planner (Financial Planning Association of Australia, 2000), SMSF Specialist Adviser (SMSFA, 2006) and Graduate Diploma of Financial Planning (RMIT, 2011). Professional memberships recorded: 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 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 Norman Lowe a registered financial adviser?
Yes. Mark Norman Lowe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000261171.
Which licensee does Mark Norman Lowe work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Mark Norman Lowe 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.