Keith Mar Financial Planner Report

Name:
Keith Mar

Rep Number:
000365469

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2017-01-23 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Sunnyside Financial Group Pty Limited

Licence Number:
001251474

ABN:
36 606 505 631

May advise on following product areas:
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
Superannuation

Qualifications
University of New South Wales
Bachelor of Commerce (Accounting and Business Law)
Chartered Accountants Australia New Zealand
Chartered Accountant
Pinnacle Financial Services Academy
Diploma of Financial Services (Financial Planning)
KAPLAN Professional
Margin Lending and Geared Investments
University of New South Wales
Master of Taxation

Memberships
Chartered Accountants Australia and New Zealand (CA)