Financial Adviser
· SYDNEY, NSW
Mark Rees
No disciplinary history on record with ASIC
SYDNEY,
NSW
47
Years experience
ASIC Registered · ADV 000236020
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through Climb Wealth
About Mark Rees
Mark Rees is a financial adviser based in Sydney, New South Wales, with 47 years of experience in the financial services industry since 1979. Mark works at Northward Insurance, which is licensed through Climb Wealth. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Mark holds a Diploma of Financial Services (Financial Planning) from Integratec.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2002
Diploma of Financial Services (Financial Planning)
Integratec
Registration History
WEALTH TRAIL PTY LTD
Government Debentures, Stocks or Bonds - Class of Product Only
Source: ASIC Financial Advisers Register