Data sourced from ASIC Financial Advisers Register
Financial Adviser · RODD POINT, NSW

Marcos Manuel Rozas

18 Years experience
Tax advice
authorised
Currently at
Synchron Advice Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000416587

Marcos Manuel Rozas is a financial adviser based in Rodd Point, New South Wales, with 18 years of experience in the financial services industry. Marcos is currently authorised under Synchron Advice Pty Ltd. Marcos holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their 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