Mark Andrew Herold – Financial Adviser

Adviser identifying number: 245981
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SMSF ADVICE PTY LIMITED
Licence number: 234664
Licensee’s ABN: 11074225353
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 08/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF ADVICE PTY LIMITED
Authorised Representative identifying number: 000234664
Authorised Representative’s ABN: 11074225353

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce (Qualification) – University of Melbourne
• Diploma of Financial Planning – Integrity Education Group

Relevant memberships of professional bodies or industry associations:

• CA – Chartered Accountants
• CA – Financial Planning Specialist
• Chartered Accountants Australia and New Zealand (CA)

Mark Andrew Herold is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation