Mark Felton Financial Planner Report

Name:
Mark Felton

Rep Number:
000290331

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2008-10-03 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
Tribeca
Advanced Diploma of Financial Services (Financial Planning)
Ballarat College of Advanced Education (Federation Uni)
Bachelor of Applied Science
Tribeca
Diploma of Financial Services (Financial Planning)
Monash University
Graduate Diploma of Operations Management
Kaplan
Self Managed Superannuation Funds