MARK MORCOS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2000 - Bachelor or Applied Finance - - University of Western Sydney
2003 - Diploma of Financial Planning - - Deakin University
2010 - SMSF Specialist Adviser - - SMSF Professionals Association of Australia
🏢 Professional Memberships
SMSF Association
ℹ️ 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.