Financial Adviser · MILTON, QLD

Mary Clare Lorkin

MILTON, QLD

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001297715

Practice

Direct Wealth

Milton, QLD (practice address on ASIC register)

Licensed through Alliance Wealth

View practice

About Mary Clare Lorkin

Mary Clare Lorkin is a financial adviser based in Milton, Queensland, with 3 years of experience in the financial services industry since 2023. Mary works at Direct Wealth, which is licensed through Alliance Wealth. Mary holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mary's 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 Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

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 Professional

Registration History

Alliance Wealth Pty Ltd

Oct 2026 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Hillross Financial Services Limited

Jul 2022 - Oct 2026 Ceased

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