Financial Adviser
· SYDNEY, NSW
Sylvia Marcos
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000325400
Sylvia Marcos is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. Sylvia is currently authorised under Wealth Masters Pty Ltd. Sylvia 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 (Accounting) from University of western Sydney. Sylvia is a member of Tax practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Accounting)
University of western Sydney
2007
Diploma of Financial Plannig
Mentor Professional services
2007
TASA & TPB code of conduct
Kaplan