Mark Stephen Ivey

Name
Mark Stephen Ivey
ID
1253615
ABN
First Provided Advice
2017
Restrictions
(a)financial product advice on self-managed superannuation funds; (b) financial product advice on superannuation products in relation to a person's existing holding in a superannuation product but only to the extent required for: (i) making a recommendation that the person establish a self-managed superannuation fund; (ii) providing advice to the person on contributions or pensions under a superannuation product; or (iii) making death benefit nominations; (c) class of product advice on the following: (i) superannuation products; (ii) securities; (iii) simple managed investment schemes; (iv) life risk insurance products; and (v) basic deposit products; (d) arrange to deal in an interest in a self-managed superannuation fund.

Qualifications

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

Memberships

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

Licencee

Status
Ceased
Licence Holder
Conexus Group Pty Ltd (#485018)
Commenced
April 1, 2017
Ceased
Nov. 30, 2021
Status
Ceased
Licence Holder
Optimus Financial Advisory Pty Ltd (#389663)
Commenced
Dec. 1, 2021
Ceased
Sept. 29, 2023