Mark Balfour Financial Planner Report

Name:
Mark James Creighton Balfour

Rep Number:
000243354

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2014-09-26 onwards

Location:
Capalaba, Brisbane, QLD, 4157

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
A person's existing holding in a superannuation product

Qualifications
Intellitrain
Cert IV in financial services
Deakin University
Diploma Financial Planning (DFP)
Australian Executor Trustees
Estate Planning Accreditation

Memberships
Financial Planning Association of Australia (FPA)