PATRICK MARKS
Financial Adviser · Shepparton, VIC
📚 Qualifications & Training
2021 - Bachelor of Commerce, Majoring in Finance Management - Bachelor Degree (AQF 7) - The University of Melbourne
2022 - Maser of Financial Planning - Masters Degree (AQF 9) - Deakin University
2025 - SMSF Regulations and Taxation - Other - Kaplan Professional
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.