Mark Joseph Valencic – Financial Adviser
Adviser identifying number: 449356
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: POLITIS INVESTMENT STRATEGIES PTY LTD
Licence number: 253125
Licensee’s ABN: 71106823241
Licence controlled by:
The date the Financial Adviser commenced the appointment: 26/11/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AXONN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 449355
Authorised Representative’s ABN: 47153774059
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:
- Diploma in Financial Planning – Kaplan Professional
- Master of Accountancy – Charles Sturt University
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Mark Joseph Valencic is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / MDA Services
- Superannuation
- All Securities