MARK SERRY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Bachelor of Economics (First Class Honours) - Bachelor Honours Degree (AQF 8) - Monash University
2001 - Graduate Diploma of Applied Finance & Investments - Graduate Diploma (AQF 8) - KAPLAN
2004 - Certified Financial Planner - Professional Designations - Financial Planning Association
2006 - SMSF Special Advisor - Professional Designations - Self Managed Super Fund Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.