Jeremy Austin Mortlock
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001249213
- Location
- North Sydney NSW 2060
- Licensee
- Forvis Mazars Wealth Management Pty Ltd (AFSL 484885)
- Authorised since
- 28 October 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business, The University of Newcastle (1995); Postgraduate Diploma in Accounting, Macquarie University (1999); CA Program, Institute of Chartered Accountants (2000); RG146, Financial Education Professionals (2016); FASEA Exam, FASEA (2021); Ethics and Professionalism in Financial Advice, Kaplan (2024); Economic and Legal Context for Financial Planning, Kaplan (2025)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ); Institute of Chartered Accountants (Certificate of Public Practice)
- Advice areas
- self-managed superannuation funds
- Restriction
- Limited to Superannuation Advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeremy Austin Mortlock
On the Financial Advisers Register kept by ASIC, Jeremy Austin Mortlock appears as a current financial adviser in North Sydney, New South Wales, adviser number 001249213.
Advice is given under the Australian financial services licence of Forvis Mazars Wealth Management Pty Ltd, licence number 484885. The current authorisation started on 28 October 2016.
According to the register, Jeremy first provided financial advice in 2016. The qualifications listed for Jeremy include Bachelor of Business (The University of Newcastle, 1995), Postgraduate Diploma in Accounting (Macquarie University, 1999) and CA Program (Institute of Chartered Accountants, 2000). Professional memberships recorded: CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and Institute of Chartered Accountants (Certificate of Public Practice).
The authorisation covers advice on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Limited to Superannuation Advice.”
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Questions people ask
Is Jeremy Austin Mortlock a registered financial adviser?
Yes. Jeremy Austin Mortlock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001249213.
Which licensee does Jeremy Austin Mortlock work under?
Forvis Mazars Wealth Management Pty Ltd, Australian financial services licence 484885.
What can Jeremy Austin Mortlock give advice on?
The register lists these advice areas: self-managed superannuation funds. It also records this restriction: "Limited to Superannuation Advice."