Mark Thomas Oliver

Name
Mark Thomas Oliver
ID
284979
ABN
First Provided Advice
2001

Qualifications

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

  • 2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute
  • 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
  • 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University

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
Bombora Advice Pty Ltd (#439065)
Commenced
July 24, 2020
Ceased
Jan. 27, 2023
Status
Ceased
Licence Holder
Mbs Advice Licence Pty Ltd (#536983)
Commenced
Jan. 30, 2023
Ceased
Sept. 20, 2023
Status
Ceased
Licence Holder
Skye Money Pty Ltd (#545313)
Commenced
Oct. 2, 2023
Ceased
July 19, 2024
Status
Current
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Nov. 29, 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
Affinia Financial Advisers Limited (#237857)
Commenced
Jan. 16, 2015
Ceased
Dec. 9, 2016
Status
Ceased
Licence Holder
Dover Financial Advisers Pty Ltd (#307248)
Commenced
Dec. 9, 2016
Ceased
June 22, 2018
Status
Ceased
Licence Holder
Futuro Financial Services Pty Ltd (#238478)
Commenced
June 25, 2018
Ceased
July 24, 2020
Status
Ceased
Licence Holder
Perpetual Trustee Company Limited (#236643)
Commenced
Dec. 1, 2005
Ceased
Oct. 13, 2010
Status
Ceased
Licence Holder
Personal Financial Services Ltd (#234459)
Commenced
Oct. 13, 2010
Ceased
Jan. 16, 2015