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- Mark Peter Wenzel
Mark Peter Wenzel
- Name
- Mark Peter Wenzel
- ID
- 453697
- ABN
- –
- First Provided Advice
- 2000
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Bond University
- 2002 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute
- 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
- 2011 - SMSF Specialist Advisor (SSA) - Other - SMSF Association
- 2014 - Margin Lending - Other - Pinnacle Financial Services Academy
- 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Acn 130 288 578 Pty Ltd (#326450)
- Commenced
- May 16, 2019
- Ceased
- March 28, 2021
- Status
- Ceased
- Licence Holder
- Sentry Advice Pty Ltd (#227748)
- Commenced
- March 29, 2021
- Ceased
- Sept. 4, 2024
- Status
- Current
- Licence Holder
- Suntax FP Licensing Pty ltd (#561671)
- Commenced
- Oct. 8, 2024
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
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- March 31, 2013
- Ceased
- June 30, 2013
- Status
- Ceased
- Licence Holder
- Capstone Financial Planning Pty Ltd (#223135)
- Commenced
- Feb. 18, 2014
- Ceased
- June 30, 2018
- Status
- Ceased
- Licence Holder
- Futuro Financial Services Pty Ltd (#238478)
- Commenced
- July 9, 2018
- Ceased
- May 15, 2019
- Status
- Ceased
- Licence Holder
- National Australia Bank Limited (#230686)
- Commenced
- Feb. 1, 2011
- Ceased
- March 30, 2013
- Status
- Ceased
- Licence Holder
- Segue Financial Services Pty Ltd (#255257)
- Commenced
- Aug. 1, 2013
- Ceased
- Jan. 31, 2014