Mark Wallis Willock – Financial Adviser
Adviser identifying number: 235766
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991
Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTHSURE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 326450
Authorised Representative’s ABN: 59130288578
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:
- Chartered Accountant – Financial Planning Specialist – Institute of Chartered Accountants
- Margin Lending and Geared Investments – Kaplan
- Policy Statement 146 Knowledge Assessment (Unit PS146.120 & PS146.123) – Integratec
- Risk Management – Integratec
- Superannuation and Retirement Planning – Integratec
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- SMSF Association
Mark Wallis Willock is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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
- Retirement Savings Account Products
- Securities
- Superannuation