Financial Adviser
· MELBOURNE, VIC
Mark Valentine Debeljak
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237007
Mark Valentine Debeljak is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Mark is currently authorised under Akambo Pty Ltd. Mark 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 Bachelor of Economics from Monash University. Mark is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1989
Bachelor of Economics
Monash University
1992
Chartered Accountant Program
CA ANZ
2015
Accreditation in Margin Lending & SMSF
Integrity
2015
Advance Diploma in Financial Planning
Integrity
2015
Diploma of Financial Planning
Integrity Education Group
2024
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan