MARK LIDDELL


Licensee: ELECT WEALTH MANAGEMENT PTY LTD

MARK LIDDELL (Adviser# 000283989) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 1, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARK LIDDELL
Adviser Number 000283989
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000499272
ELECT WEALTH MANAGEMENT PTY LTD
Adviser Start Date 2018-02-01
Appointing Representative Name ELECT WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000499272
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MARK LIDDELL
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma Financial Planning - ThreeSixty
Bachelor of Business Victoria University
Diploma Financial Planning - Integratec

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000499272 ELECT WEALTH MANAGEMENT PTY LTD 2018-02-01 - ELECT WEALTH MANAGEMENT PTY LTD
000230690 GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2017-02-27 - 2018-02-01 GODFREY PEMBROKE LIMITED
000223135 CAPSTONE FINANCIAL PLANNING PTY LTD 2016-03-16 - 2017-02-24 CAPTURE FINANCIAL SOLUTIONS PTY LTD
000223135 CAPSTONE FINANCIAL PLANNING PTY LTD 2015-09-09 - 2016-02-29 INVESTORS EDGE WEALTH MANAGEMENT PTY LTD
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2012-08-27 - 2015-07-23 GWM ADVISER SERVICES LIMITED
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2011-03-18 - 2012-08-27

Licensee Information

Licence Name ELECT WEALTH MANAGEMENT PTY LTD
Licence Number 000499272

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.