Mark Lockhart Financial Planner Report

Name:
Mark Preston Lockhart

Rep Number:
000274383

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Location:
Wollongong, , NSW, 0

Licensee
Name:

Number:
000239183

ABN:
13 091 225 642

Appointed By
Name:
Aon Hewitt Financial Advice Limited

Licence Number:
000239183

ABN:
13 091 225 642

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
A person's existing holding in a superannuation product

Qualifications
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Margin Lending and Geared Investments

Memberships
Financial Ombudsman Service (FOS)
Financial Planning Association of Australia (FPA)