Financial Adviser
· SYDNEY, NSW
Mark Morcos
No disciplinary history on record with ASIC
SYDNEY,
NSW
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000321224
About Mark Morcos
Mark Morcos is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry since 2001. Mark is currently authorised under Stamford (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 or Applied Finance from University of Western Sydney. Mark is a member of 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
2000
Bachelor or Applied Finance
University of Western Sydney
2003
Diploma of Financial Planning
Deakin University
2010
SMSF Specialist Adviser
SMSF Professionals Association of Australia
Registration History
OMNIWEALTH SERVICES PTY LIMITED
OMNIWEALTH SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register