MARK RICHARD MALONE


Licensee: BIRLING PTY. LTD.

MARK RICHARD MALONE (Adviser# 001003368) 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 March 1, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARK RICHARD MALONE
Adviser Number 001003368
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000504220
BIRLING PTY. LTD.
Adviser Start Date 2018-03-01
Appointing Representative Name MALONE WEALTH PTY LTD
Appointing Representative Number 001238901
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MARK RICHARD MALONE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Graduate Diploma of Applied Finance Kaplan Professional Education
Margin Lending and Geared Investments Kaplan Professional Education
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000504220 BIRLING PTY. LTD. 2018-03-01 - MALONE WEALTH PTY LTD
000312047 PROFESSIONAL WEALTH SERVICES PTY LTD
Licence controlled by: Donald Maxwell Jeffers
2016-02-01 - 2018-03-01 PROFESSIONAL WEALTH SERVICES PTY LTD
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2004-02-09 - 2015-12-22 WESTPAC BANKING CORPORATION

Licensee Information

Licence Name BIRLING PTY. LTD.
Licence Number 000504220

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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.