Data sourced from ASIC Financial Advisers Register
Financial Adviser · BALLARAT CENTRAL, VIC

Robert Mahony

BALLARAT CENTRAL, VIC
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004181
Practice
Ocean & Oak Private Wealth
Ballarat Central, VIC (practice address on ASIC register)
Licensed through Synchron Advice
View practice

About Robert Mahony

Robert Mahony is a financial adviser based in Ballarat Central, Victoria, with 13 years of experience in the financial services industry since 2013. Robert works at Ocean & Oak Private Wealth, which is licensed through Synchron Advice. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a 5 unit CFP Certification Program from Financial Advice Association of Australia Limited. Robert 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
Bachelor of Commerce
Deakin University
2013
Master of Insurance and Risk Management
Deakin University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
5 unit CFP Certification Program
Financial Advice Association of Australia Limited
2023
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd
2023
Introduction to Self Managed Superannuation Funds
Kaplan Education Pty Ltd

Registration History

Synchron Advice Pty Ltd
Apr 2026 - Present Current
Hunter Green Pty Ltd
Oct 2024 - Nov 2025 Ceased
Unable to provide advice on self-managed superannuation fund set-up, wind up, or SIS Act compliance
Count Financial Limited
Oct 2022 - Feb 2024 Ceased
Capstone Financial Planning Pty Ltd
Jul 2020 - Jun 2022 Ceased
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
National Australia Bank Limited
Nov 2013 - Jun 2018 Ceased

Source: ASIC Financial Advisers Register