Mark Newman Financial Planner Report

Name:
Mark Jeffrey Newman

Rep Number:
001250297

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-12-01 onwards

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Pinnacle Financial Services Academy
RG146 - Super & SMSF only

Memberships
Chartered Accountants Australia and New Zealand (CA)