Mark Rees
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236020
- Location
- Sydney NSW 2000
- Licensee
- Climb Wealth Pty Ltd (AFSL 409424)
- Authorised since
- 5 December 2025
- First provided advice
- 1979
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (2002)
- 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
- Register status
- Current
About Mark Rees
On the Financial Advisers Register kept by ASIC, Mark Rees appears as a current financial adviser in Sydney, New South Wales, adviser number 000236020.
Mark provides advice as an authorised representative of Climb Wealth Pty Ltd, which holds Australian financial services licence 409424. The current authorisation started on 5 December 2025.
According to the register, Mark first provided financial advice in 1979. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Integratec, 2002).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total.
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Questions people ask
Is Mark Rees a registered financial adviser?
Yes. Mark Rees is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236020.
Which licensee does Mark Rees work under?
Climb Wealth Pty Ltd, Australian financial services licence 409424.
What can Mark Rees 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.