Mark Stephen Ivey – Financial Adviser
Adviser identifying number: 1253615
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: CONEXUS GROUP PTY LTD
Licence number: 485018
Licensee’s ABN:
Licence controlled by: The Trustee for Optimus Holding Trust
The date the Financial Adviser commenced the appointment: 01/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CONEXUS GROUP PTY LTD
Authorised Representative identifying number: 485018
Authorised Representative’s ABN:
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 of Financial Services (Financial Planning) – Kaplan
- Risk Management – Kaplan
- Self Managed Super Funds – Kaplan
- Superannuation & Retirement Planning – Kaplan
- Tier 1 Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Mark Stephen Ivey is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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