Mark Lewin Financial Planner Report

Name:
Mark William Lewin

Rep Number:
000238237

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2012-06-30 onwards

Location:
Pymble, , NSW, 0

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
Markson Financial Planning Pty Limited

Licence Number:
000424106

ABN:
31 158 624 214

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
Own Managed Investment Scheme Only
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Certified Financial Planner
Deakin University/ Financial Planning Association
Diploma of Financial Planning
Kaplan Professional Education
Margin Lending & Geared Investments
Tribeca
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
The Credit Ombudsman Service Limited