Financial Adviser · PENRITH, NSW

Mark Robert Screen

PENRITH, NSW

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000305607

Currently at

Chelsea Wealth Management

Bundall, QLD (firm address)

View firm profile

About Mark Robert Screen

Mark Robert Screen is a financial adviser based in Penrith, New South Wales, with 20 years of experience in the financial services industry since 2006. Mark is currently authorised under Matrix Planning Solutions Limited, operating through Chelsea 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 Bachelor of Arts (Human Movement Studies) from University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Arts (Human Movement Studies)

University of Technology

2000

Graduate Diploma in Education

University of Technology

2006

Diploma of Financial Services (Financial Planning)

Mentor Education

2011

Margin Lending and Geared Investments Course

Kaplan Professional

2013

Advanced Diploma of Financial Planning

Mentor Education

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Jul 2026 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Matrix Planning Solutions Limited

Mar 2023 - Nov 2024 Ceased

Not authorised to provide advice on Self-Managed Super Funds

Matrix Planning Solutions Limited

Sep 2021 - Mar 2023 Ceased

Excludes SMSF

A.C.N. 133 593 012 PTY LTD

Jul 2016 - Sep 2021 Ceased

Excludes - SMSF

Kingston Financial Pty Limited

Mar 2015 - Jul 2016 Ceased

Australia And New Zealand Banking Group Limited

Feb 2007 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register