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- Mark Robert Screen
Mark Robert Screen
- Name
- Mark Robert Screen
- ID
- 305607
- ABN
- –
- First Provided Advice
- 2006
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2000 - Bachelor of Arts (Human Movement Studies) - Bachelor Degree (AQF 7) - University of Technology
- 2000 - Graduate Diploma in Education - Graduate Diploma (AQF 8) - University of Technology
- 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
- 2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
- 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
- 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- A.c.n. 133 593 012 Pty Ltd (#331367)
- Commenced
- July 22, 2016
- Ceased
- Sept. 16, 2021
- Status
- Ceased
- Licence Holder
- Matrix Planning Solutions Limited (#238256)
- Commenced
- March 6, 2023
- Ceased
- Nov. 15, 2024
- Status
- Ceased
- Licence Holder
- Matrix Planning Solutions Limited (#238256)
- Commenced
- Sept. 17, 2021
- Ceased
- March 3, 2023
- Status
- Current
- Licence Holder
- Matrix Planning Solutions Limited (#238256)
- Commenced
- July 1, 2026
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
- Feb. 1, 2007
- Ceased
- Dec. 10, 2014
- Status
- Ceased
- Licence Holder
- Kingston Financial Pty Limited (#297330)
- Commenced
- March 26, 2015
- Ceased
- July 20, 2016