MARK VALENTINE DEBELJAK
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1989 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University
1992 - Chartered Accountant Program - Professional Designations - CA ANZ
2015 - Accreditation in Margin Lending & SMSF - Other - Integrity
2015 - Advance Diploma in Financial Planning - Advanced Diploma (AQF 6) - Integrity
2015 - Diploma of Financial Planning - - Integrity Education Group
2024 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.