Mark Balfour Financial Planner Report
Name:
Mark James Creighton Balfour
Disciplinary action:
No action
Most Recent Role:
2014-09-26 onwards
Name:
Number:
000230323
ABN:
65 006 373 995
Controlled 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
Intellitrain
Cert IV in financial services
Deakin University
Diploma Financial Planning (DFP)
Australian Executor Trustees
Estate Planning Accreditation
Financial Planning Association of Australia (FPA)