Financial Adviser
· MALVERN, VIC
Patrick Marks
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304820
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.
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
2025
SMSF Regulations and Taxation
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register