Financial Adviser · MALVERN, VIC

Patrick Marks

MALVERN, VIC

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001304820

Currently at

Parc Wealth Management

Malvern, VIC (firm address)

View firm profile

Patrick Marks is a financial adviser based in Malvern, Victoria, with 2 years of experience in the financial services industry since 2024. Patrick is currently authorised under Parc Wealth Group, operating through Parc Wealth Management. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Bachelor of Commerce, Majoring in Finance Management from The University of Melbourne. Patrick 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

2021

Bachelor of Commerce, Majoring in Finance Management

The University of Melbourne

2022

Maser of Financial Planning

Deakin University

2024

Accredited Listed Product Adviser Program

Kaplan

2025

SMSF Regulations and Taxation

Kaplan Professional

Registration History

Parc Wealth Group Pty Ltd

Apr 2026 - Present Current

Asvw Financial Services Pty Ltd

Jul 2023 - Apr 2026 Ceased

Source: ASIC Financial Advisers Register