Mark Lockwood Financial Planner Report

Name:
Mark John Lockwood

Rep Number:
000245010

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2017-05-01 onwards

Licensee
Name:

Number:
000484198

Controlled By:

Appointed By
Name:
Barsden Private Wealth Pty Ltd

Licence Number:
000416315

ABN:
41 153 930 799

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Edith Cowan University
Bachelor of Business
Financial Planning Association of Australia
Certified Financial Planner
Financial Planning Association of Australia
Diploma of Financial Planning
SMSF Association
SMSF Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association