Financial Adviser · BALLARAT CENTRAL, VIC

Robert Mahony

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004181

Currently at

Melbourne, VIC

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Robert Mahony is a financial adviser based in Ballarat Central, Victoria, with 13 years of experience in the financial services industry since 2013. Robert is currently authorised under Synchron Advice, operating through Ocean & Oak Private Wealth. 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