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Mark Candy

Name
Mark Candy
ID
467779
ABN
–
First Provided Advice
2014

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2000 - Bachelor of Business (Banking & Finance) - - Monash University
  • 2000 - Diploma of Financial Markets - - Securities Institute/Finsia
  • 2006 - Master of Management - - Southern Cross University
  • 2013 - Diploma of Financial Planning - - Kaplan Professional
  • 2016 - Self Managed Super Funds - - Mentor Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)
  • Financial Services Institute of Australasia (FINSIA)
  • Institute of Managers and Leaders

Licencee

Status
Ceased
Licence Holder
Avana Financial Solutions Pty Ltd (#516325)
Commenced
June 1, 2020
Ceased
Aug. 1, 2020
Status
Ceased
Licence Holder
Dirigere Advisory Pty Limited (#524371)
Commenced
March 2, 2023
Ceased
Oct. 26, 2023
Status
Ceased
Licence Holder
Moneysherpa Pty Ltd (#451289)
Commenced
Sept. 28, 2022
Ceased
Jan. 1, 2023
Status
Ceased
Licence Holder
Myplanner Professional Services Pty Ltd (#425542)
Commenced
Sept. 11, 2019
Ceased
June 1, 2020
Status
Ceased
Licence Holder
Neo Financial Solutions Pty Ltd (#385845)
Commenced
Aug. 28, 2020
Ceased
Oct. 30, 2020
Status
Current
Licence Holder
Lifestyle Asset Management Pty ltd (#288421)
Commenced
Oct. 27, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Count Financial Limited (#227232)
Commenced
March 4, 2016
Ceased
Aug. 12, 2019
Status
Ceased
Licence Holder
Sentinel Private Wealth Pty Ltd (#344762)
Commenced
Oct. 29, 2014
Ceased
July 14, 2015
Status
Ceased
Licence Holder
Total Advice Solutions Pty Ltd (#475064)
Commenced
July 15, 2015
Ceased
Feb. 18, 2016