Mark Wallis Willock
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235766
- Location
- Chatswood NSW 2067
- Licensee
- LBW Strategic Pty Ltd (AFSL 491513)
- Authorised since
- 11 January 2024
- First provided advice
- 1991
- Qualifications
- Policy Statement 146 Knowledge Assessment (Unit PS146.120 & PS146.123), Integratec (2002); Risk Management, Integratec (2002); Chartered Accountant, Institute of Chartered Accountants (2004); Superannuation and Retirement Planning, Integratec (2007); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Advice areas
- superannuation, managed investment schemes, life risk insurance, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Wallis Willock
Mark Wallis Willock is a financial adviser in Chatswood, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000235766.
Advice is given under the Australian financial services licence of LBW Strategic Pty Ltd, licence number 491513. That authorisation dates from 11 January 2024.
The register records 1991 as the year Mark first provided financial advice. Qualifications and training on file include Policy Statement 146 Knowledge Assessment (Unit PS146.120 & PS146.123) (Integratec, 2002), Risk Management (Integratec, 2002) and Chartered Accountant (Institute of Chartered Accountants, 2004). Mark is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Mark is authorised to advise on superannuation, managed investment schemes, life risk insurance and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Mark Wallis Willock a registered financial adviser?
Yes. Mark Wallis Willock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235766.
Which licensee does Mark Wallis Willock work under?
LBW Strategic Pty Ltd, Australian financial services licence 491513.
What can Mark Wallis Willock give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; government debentures, stocks and bonds.