Mark Pel Financial Planner Report

Name:
Mark Anthony Pel

Rep Number:
000245131

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2012-09-05 onwards

Location:
Nowra, South Coast, NSW, 2541

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Pinnacle Financial Services Academy
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association (FPA) - Certified Financial Planner
Financial Services Institute of Australia (FINSIA)
SMSF Association - SMSF Specialist Advisor (SSA)