Mark Templeton
Financial Adviser in Malvern, Victoria, Australia
Review Mark Templeton
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000231838
- Location
- Malvern VIC 3144
- Licensee
- Tag Financial Advisors Pty Ltd (AFSL 415632)
- Authorised since
- 6 July 2015
- First provided advice
- 1998
- Qualifications
- Bachelor of Arts (Social Science), Bendigo College of Advanced Education (1991); Bachelor of Business (Accounting), La Trobe University (1991); Certified Practicing Accountant (CPA), CPA Australia (1994); PFP (Specialist in Financial Planning), CPA Australia (2000); Client Engagement Skills, Kaplan Professional (2020); Ethics for Financial Services (Intensive), Deakin University (2020)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Templeton
Mark Templeton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Malvern, Victoria (adviser number 000231838).
Advice is given under the Australian financial services licence of Tag Financial Advisors Pty Ltd, licence number 415632. The current authorisation started on 6 July 2015.
The register records 1998 as the year Mark first provided financial advice. Qualifications and training on file include Bachelor of Arts (Social Science) (Bendigo College of Advanced Education, 1991), Bachelor of Business (Accounting) (La Trobe University, 1991) and Certified Practicing Accountant (CPA) (CPA Australia, 1994). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Mark Templeton here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Mark Templeton a registered financial adviser?
Yes. Mark Templeton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231838.
Which licensee does Mark Templeton work under?
Tag Financial Advisors Pty Ltd, Australian financial services licence 415632.
What can Mark Templeton give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; standard margin lending.