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