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:
Consultum Financial Advisers Pty Ltd

Number:
000230323

ABN:
65 006 373 995

Controlled By:
IOOF Holdings Ltd
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)

Financial Planner Report ™ - Qpzm - Twit Solutions Pty LTD 2015 - Privacy Policy - Terms of Use

The information provided on Financial Planner Report is not legal or professional advice and is provided for general information purposes only. The information on this site is based on public information that has been obtained from ASIC via the data.gov.au initiative and licenced under Creative Commons Attribution 3.0 Australia http://creativecommons.org/licenses/by/3.0/au/. Neither ASIC nor the Commonwealth nor this website guarantee that the information available through this service (including search results) is accurate, up to date, complete or accept any liability arising from the use of or reliance upon this site. Last updated 2016-02-04.