Financial Adviser
· MELBOURNE, VIC
Mark Serry
No disciplinary history on record with ASIC
MELBOURNE,
VIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248983
Mark Serry is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry since 1998. Mark is currently authorised under Intralink Wealth Management. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Certified Financial Planner from Financial Planning Association. Mark is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Economics (First Class Honours)
Monash University
2001
Graduate Diploma of Applied Finance & Investments
KAPLAN
2004
Certified Financial Planner
Financial Planning Association
2006
SMSF Special Advisor
Self Managed Super Fund Association