Mark Herold Financial Planner Report

Name:
Mark Andrew Herold

Rep Number:
000245981

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-07-08 onwards

Location:
Ringwood, Melbourne, VIC, 3134

Licensee
Name:

Number:
000234664

ABN:
11 074 225 353

Controlled By:

Appointed By
Name:
SMSF Advice Pty Limited

Licence Number:
000234664

ABN:
11 074 225 353

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
University of Melbourne
Bachelor of Commerce (Qualification)
Integrity Education Group
Diploma of Financial Planning

Memberships
CA - Chartered Accountants
CA - Financial Planning Specialist
Chartered Accountants Australia and New Zealand (CA)