Financial Adviser
· SYDNEY, NSW
Mark Matejczuk
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255532
Mark Matejczuk is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Mark is currently authorised under Qi Financial Pty Ltd. Mark 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 Financial Advising from University of Western Sydney. Mark is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Financial Advising
University of Western Sydney
2018
Provide advice in margin lending
Monarch Institute
2018
Provide advice in self-managed superannuation funds
Monarch Institute
2022
Economic and Legal Context for Financial Planning
Kaplan Professional
2023
Taxation for Financial Planning
Kaplan Professional
Registration History
SMSF
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register