Mark Andrew Joseph George – Financial Adviser
Adviser identifying number: 233074
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989
Name of the licence holder: PORTFOLIO PLANNERS PTY LTD
Licence number: 339044
Licensee’s ABN: 19007350147
Licence controlled by:
The date the Financial Adviser commenced the appointment: 20/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PORTFOLIO PLANNERS PTY LTD
Authorised Representative identifying number: 339044
Authorised Representative’s ABN: 19007350147
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 Education – Deakin University
- Certified Financial Planner – FPA
- Diploma of Financial Planning – RMIT
Relevant memberships of professional bodies or industry associations:
- Finance Brokers Association of Australia
- Financial Ombudsman Service Australia
- Financial Planning Association of Australia (FPA)
Mark Andrew Joseph George is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility