Mary Hart
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004688
- Location
- North Sydney NSW 2060
- Licensee
- Akambo Pty Ltd (AFSL 322056)
- Authorised since
- 1 July 2019
- First provided advice
- 2005
- Qualifications
- Bachelor of Education, East China Normal University (1992); Graduate Diploma of Financial Planning, Securities Institute of Australia (2003); Margin Lending and Geared Investments, Kaplan Professional Education (2010)
- Memberships
- Certified Financial Planner (CFP); 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Mary Hart
Mary Hart is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 001004688).
The licensee Mary advises under is Akambo Pty Ltd (AFS licence 322056). That authorisation dates from 1 July 2019.
According to the register, Mary first provided financial advice in 2005. Qualifications and training on file include Bachelor of Education (East China Normal University, 1992), Graduate Diploma of Financial Planning (Securities Institute of Australia, 2003) and Margin Lending and Geared Investments (Kaplan Professional Education, 2010). Professional memberships recorded: Certified Financial Planner (CFP) and 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 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Mary Hart a registered financial adviser?
Yes. Mary Hart is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004688.
Which licensee does Mary Hart work under?
Akambo Pty Ltd, Australian financial services licence 322056.
What can Mary Hart 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; derivatives.