Financial Adviser · HOBART, TAS

Marc Wierzbicki

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004052

Marc Wierzbicki is a financial adviser based in Hobart, Tasmania, with 16 years of experience in the financial services industry. Marc is currently authorised under Capstone Financial Planning Pty Ltd. Marc 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 Certified Financial Planner from Financial Planning Association of Australia. Marc 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2010
Diploma of Financial Planning
Pinnacle Financial Services Academy
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Bachelor of Business (Finance)
Swinburne University of Technology
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Certified Financial Planner
Financial Planning Association of Australia
2025
Commercial Law
Kaplan Professional

Registration History

Oct 2021 - Present Current
Sep 2010 - Sep 2021 Ceased
Not authorised to provide personal advice on Margin Lending and Securities

Source: ASIC Financial Advisers Register