Mark George Financial Planner Report

Name:
Mark Andrew Joseph George

Rep Number:
000233074

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2015-03-20 onwards

Location:
Brighton, Melbourne, VIC, 3186

Licensee
Name:

Number:
000339044

ABN:
19 007 350 147

Appointed By
Name:
Portfolio Planners Pty Ltd

Licence Number:
000339044

ABN:
19 007 350 147

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Bachelor of Education
FPA
Certified Financial Planner
RMIT
Diploma of Financial Planning

Memberships
Finance Brokers Association of Australia
Financial Ombudsman Service Australia
Financial Planning Association of Australia (FPA)