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 Higher Education Pty Limited
  • 2014 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
  • 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
Akumin 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 Pty Ltd (#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