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