Mark Joseph O'loughlan Financial Planner Report

Name:
Mark Joseph O'loughlan

Rep Number:
000316066

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2015-08-18 onwards

Licensee
Name:

Number:
000221557

ABN:
54 086 266 202

Controlled By:

Appointed By
Name:
The Trustee For Banvill Family Trust & The Trustee For The Monaro Family Trust

Licence Number:
000422939

ABN:
67 679 117 248

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 Pty Ltd
Diploma of Financial Services (Financial Planning)

Memberships
Association of Financial Advisers (AFA)