Mark Willock Financial Planner Report

Name:
Mark Wallis Willock

Rep Number:
000235766

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Institute of Chartered Accountants
Chartered Accountant - Financial Planning Specialist
Kaplan
Margin Lending and Geared Investments
Integratec
Policy Statement 146 Knowledge Assessment (Unit PS146.120 & PS146.123)
Integratec
Risk Management
Integratec
Superannuation and Retirement Planning

Memberships
Chartered Accountants Australia and New Zealand (CA)
SMSF Association