Financial Adviser · WAYVILLE, SA

Mark Trevor Manning

WAYVILLE, SA

36 Years experience

Tax advice
authorised

ASIC Registered · ADV 000253032

Currently at

Panthera Leo Capital

Bundall, QLD (firm address)

View firm profile

About Mark Trevor Manning

Mark Trevor Manning is a financial adviser based in Wayville, South Australia, with 36 years of experience in the financial services industry since 1990. Mark is currently authorised under Alliance Wealth, operating through Panthera Leo Capital. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Industry Standard Education from - Kaplan Professional. Mark is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2009

Industry Standard Education

- Kaplan Professional

2013

ASX Listed Products Accreditation Course

LPAC Online Pty Ltd

2014

SMSF

University of Adelaide

Registration History

Alliance Wealth Pty Ltd

May 2018 - Present Current

Akumin Financial Planning Pty Limited

Sep 2013 - May 2018 Ceased

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.

National Australia Bank Limited

Jan 2009 - Aug 2013 Ceased

Source: ASIC Financial Advisers Register