Mark Philip Kalucy
Financial Adviser in Peachester, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000229681
- Location
- Peachester QLD 4519
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 18 May 2012
- First provided advice
- 1989
- Qualifications
- Diploma of Financial Markets, Securities Institute (2002); Diploma of Financial Services (Financial Planning), Tribeca (2006); Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2008); DPML Margin Lending, Pinnacle Financial Services Academy (2011)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Philip Kalucy
Mark Philip Kalucy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Peachester, Queensland (adviser number 000229681).
Mark provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. The current authorisation started on 18 May 2012.
The register records 1989 as the year Mark first provided financial advice. Qualifications and training on file include Diploma of Financial Markets (Securities Institute, 2002), Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Advanced Diploma of Financial Services (Financial Planning) (Mentor Education, 2008).
Mark is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Philip Kalucy a registered financial adviser?
Yes. Mark Philip Kalucy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000229681.
Which licensee does Mark Philip Kalucy work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Mark Philip Kalucy give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending.