Mark Templeton Financial Planner Report

Name:
Mark Templeton

Rep Number:
000231838

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2015-07-06 onwards

Licensee
Name:

Number:
000415632

ABN:
77 154 205 017

Appointed By
Name:
Tag Financial Advisors Pty Ltd

Licence Number:
000415632

ABN:
77 154 205 017

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities
Superannuation

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

Memberships
CPA Australia (CPA)