Mark Robert Screen
Financial Adviser in Penrith, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000305607
- Location
- Penrith NSW 2750
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 1 July 2026
- First provided advice
- 2006
- Qualifications
- Bachelor of Arts (Human Movement Studies), University of Technology (2000); Graduate Diploma in Education, University of Technology (2000); Diploma of Financial Services (Financial Planning), Mentor Education (2006); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Mentor Education (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Robert Screen
Mark Robert Screen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Penrith, New South Wales (adviser number 000305607).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 1 July 2026.
According to the register, Mark first provided financial advice in 2006. The qualifications listed for Mark include Bachelor of Arts (Human Movement Studies) (University of Technology, 2000), Graduate Diploma in Education (University of Technology, 2000) and Diploma of Financial Services (Financial Planning) (Mentor Education, 2006).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.”
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Questions people ask
Is Mark Robert Screen a registered financial adviser?
Yes. Mark Robert Screen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305607.
Which licensee does Mark Robert Screen work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Mark Robert Screen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF."