Mark John Lockwood – Financial Adviser

Adviser identifying number: 245010
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: BPW LICENSEE SERVICES PTY LTD
Licence number: 484198
Licensee’s ABN:
Licence controlled by: TAO PTY LTD

The date the Financial Adviser commenced the appointment: 01/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BARSDEN PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 000416315
Authorised Representative’s ABN: 41153930799

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 Business – Edith Cowan University
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Planning – Financial Planning Association of Australia
• SMSF Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Mark John Lockwood is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility