Mark Preston Lockhart
Financial Adviser in Sutherland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274383
- Location
- Sutherland NSW 2232
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 6 June 2025
- First provided advice
- 1993
- Qualifications
- Advance Diploma of Accounting, Illawarra Institute of Technology (1999); Taxation Planning, Tribeca (2006); Margin Lending and Geared Investments, Kaplan (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012); Diploma of Financial Services (Financial Planning), Kaplan (2012)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Restriction
- The adviser is restricted from providing personal advice on Self-Managed Superannuation Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Preston Lockhart
Mark Preston Lockhart is a financial adviser in Sutherland, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000274383.
The licensee Mark advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 6 June 2025.
According to the register, Mark first provided financial advice in 1993. Qualifications and training on file include Advance Diploma of Accounting (Illawarra Institute of Technology, 1999), Taxation Planning (Tribeca, 2006) and Margin Lending and Geared Investments (Kaplan, 2010). 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “The adviser is restricted from providing personal advice on Self-Managed Superannuation Funds (SMSF).”
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Questions people ask
Is Mark Preston Lockhart a registered financial adviser?
Yes. Mark Preston Lockhart is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274383.
Which licensee does Mark Preston Lockhart work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Mark Preston Lockhart give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending. It also records this restriction: "The adviser is restricted from providing personal advice on Self-Managed Superannuation Funds (SMSF)."