MARC WEININGER

Financial Adviser ยท Rose Bay, NSW

Registered

Registration Number

000462984

Registration Status

Registered

Location

Rose Bay, NSW 2029

Providing Advice Since

2001

Registration Date

23/02/2015

Financial Services Licensee

TRIUMPH FINANCIAL SERVICES PTY LTD

Licence #000240775

๐Ÿ“š Qualifications & Training

1997 - B Accounting - Bachelor Degree (AQF 7) - UTS
1998 - Masters Of Commerce - Masters Degree (AQF 9) - UNSW
2001 - Dip Financial Planning - Diploma (AQF 5) - FPA
2002 - CFP - Professional Designations - FPA
2019 - Ethics - Bridging Course - Ethics - FPA

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
MFAA

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.