Mark Giles Financial Planner Report

Name:
Mark Ian Giles

Rep Number:
000235733

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2003-09-01 onwards

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

May advise on following product areas:
Non-basic Deposit Products
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
Financial Planning Association
Diploma of Financial Planning
University of Western Sydney
Graduate Certificate in Commerce (Financial Planning)

Memberships
Financial Planning Association (FPA) - Certified Financial Planner