Mark Templeton – Financial Adviser

Adviser identifying number: 231838
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: TAG FINANCIAL ADVISORS PTY LTD
Licence number: 415632
Licensee’s ABN: 77154205017
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TAG FINANCIAL ADVISORS PTY LTD
Authorised Representative identifying number: 415632
Authorised Representative’s ABN: 77154205017

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 Arts (Social Science) – Bendigo College of Advanced Education
• Bachelor of Business (Accounting) – La Trobe University
• PFP (Specialist in Financial Planning) – CPA Australia

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Mark Templeton 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility