Mitchell Tully Markwick – Financial Adviser

Adviser identifying number: 1247057
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD
Licence number: 418747
Licensee’s ABN: 93156051964
Licence controlled by:

The date the Financial Adviser commenced the appointment: 22/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD
Authorised Representative identifying number: 418747
Authorised Representative’s ABN: 93156051964

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 – University of Wollongong
  • Graduate Diploma of Chartered Accounting – Institute of Chartered Accountants
  • Life Insurance – Financial Education Professionals
  • Self Managed Superannuation Funds – Financial Education Professionals
  • Superannuation – Financial Education Professionals

Relevant memberships of professional bodies or industry associations:

Mitchell Tully Markwick is authorised to provide advices on following products:

  • Superannuation