Keith Mar – Financial Adviser
Adviser identifying number: 365469
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUNNYSIDE FINANCIAL GROUP PTY LIMITED
Authorised Representative identifying number: 1251474
Authorised Representative’s ABN: 36606505631
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:
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Relevant qualifications and training:
- Bachelor of Commerce (Accounting and Business Law) – University of New South Wales
- Chartered Accountant – Chartered Accountants Australia New Zealand
- Diploma of Financial Services (Financial Planning) – Pinnacle Financial Services Academy
- Margin Lending and Geared Investments – KAPLAN Professional
- Master of Taxation – University of New South Wales
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Keith Mar is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility