Financial Adviser · RODD POINT, NSW

Marcos Manuel Rozas

RODD POINT, NSW

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000416587

Currently at

Synchron Advice

Sydney, NSW (firm address)

View firm profile

About Marcos Manuel Rozas

Marcos Manuel Rozas is a financial adviser based in Rodd Point, New South Wales, with 18 years of experience in the financial services industry since 2008. Marcos is currently authorised under Synchron Advice. Marcos holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcos's qualifications include a Bachelor of Business from Australian Catholic University. Marcos is a member of FINSIA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation - All authorisation above excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Business

Australian Catholic University

2011

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Synchron Advice Pty Ltd

Apr 2016 - Present Current

Superannuation - All authorisation above excludes SMSF advice

SECURITOR FINANCIAL GROUP PTY LIMITED

Sep 2015 - Apr 2016 Ceased

Excluding Self Managed Superannuation Funds

SECURITOR FINANCIAL GROUP PTY LIMITED

Feb 2015 - Sep 2015 Ceased

Authorisation excludes Self Managed Superannuation Funds

MERITUM FINANCIAL GROUP PTY LTD

Jan 2012 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register