MARK TANNER

Licensee: MYPLANNER PROFESSIONAL SERVICES PTY LTD

MARK TANNER (Adviser# 000460609) 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 August 28, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARK TANNER
Adviser Number 000460609
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000425542
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence ABN 51159696830
Adviser Start Date 2017-08-28
Appointing Representative Name MYPLANNER PROFESSIONAL SERVICES PTY LTD
Appointing Representative Number 000425542
Appointing Representative ABN 51159696830

Authorisations to provide financial product advice

  • MARK TANNER
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Honours) University of Queensland
Bachelor of Economics University of Queensland
Diploma of Financial Planning Monarch Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000425542 MYPLANNER PROFESSIONAL SERVICES PTY LTD 2017-08-28 - MYPLANNER PROFESSIONAL SERVICES PTY LTD
000232705 HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2016-04-06 - 2017-08-09 HILLROSS FINANCIAL SERVICES LIMITED
000231138 FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities; Standard Margin Lending.
2014-06-02 - 2016-03-23 FINANCIAL WISDOM LIMITED

Licensee Information

Licence Name MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence Number 000425542
Licence ABN 51159696830

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARC SCHNEIDER Myplanner Professional Services Pty Ltd Current 2018-08-28
GARETH DAVIES Myplanner Professional Services Pty Ltd Current 2018-08-15
LEONARD NORMAN ELIAS Myplanner Professional Services Pty Ltd Current 2018-07-23
EVA MARIA WADE Myplanner Professional Services Pty Ltd Current 2018-07-13
MERVIN WILLY ROBERT Myplanner Professional Services Pty Ltd Current 2018-07-13
CHRIS JOHN CANNON Myplanner Professional Services Pty Ltd Current 2018-07-13
TODD PETER MARTIN Myplanner Professional Services Pty Ltd Current 2018-07-13
NATHAN JOSHUA BOSMAN Myplanner Professional Services Pty Ltd Current 2018-07-13
DANNY PIANTA Myplanner Professional Services Pty Ltd Current 2018-07-13
CLINTON PAUL RAUTNER GILLMAN Myplanner Professional Services Pty Ltd Current 2018-07-13

Competitor

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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.