Financial Adviser · BRISBANE, QLD

Mary Clare Lorkin

3 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001297715

Mary Clare Lorkin is a financial adviser based in Brisbane, Queensland, with 3 years of experience in the financial services industry. Mary is currently authorised under Hillross Financial Services Limited. Mary 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 (Finance) from Queensland University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Business (Finance)

Queensland University of Technology

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2024

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

Registration History

Hillross Financial Services Limited

Jul 2022 - Present Current

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