Mark Morcos
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000321224
- Location
- Sydney NSW 2000
- Licensee
- Stamford (Wealth Management) Pty Ltd (AFSL 432426)
- Authorised since
- 2 March 2013
- First provided advice
- 2001
- Qualifications
- Bachelor or Applied Finance, University of Western Sydney (2000); Diploma of Financial Planning, Deakin University (2003); SMSF Specialist Adviser, SMSF Professionals Association of Australia (2010)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Morcos
Mark Morcos is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000321224).
Advice is given under the Australian financial services licence of Stamford (Wealth Management) Pty Ltd, licence number 432426. That authorisation dates from 2 March 2013.
According to the register, Mark first provided financial advice in 2001. The qualifications listed for Mark include Bachelor or Applied Finance (University of Western Sydney, 2000), Diploma of Financial Planning (Deakin University, 2003) and SMSF Specialist Adviser (SMSF Professionals Association of Australia, 2010). Professional memberships recorded: SMSF Association.
Mark is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Mark Morcos a registered financial adviser?
Yes. Mark Morcos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000321224.
Which licensee does Mark Morcos work under?
Stamford (Wealth Management) Pty Ltd, Australian financial services licence 432426.
What can Mark Morcos give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.