Mark Serry
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248983
- Location
- Melbourne VIC 3000
- Licensee
- Intralink Wealth Management Pty Ltd (AFSL 330737)
- Authorised since
- 23 February 2009
- First provided advice
- 1998
- Qualifications
- Bachelor of Economics (First Class Honours), Monash University (1996); Graduate Diploma of Applied Finance & Investments, KAPLAN (2001); Certified Financial Planner, Financial Planning Association (2004); SMSF Special Advisor, Self Managed Super Fund Association (2006)
- Memberships
- Financial Advice Association of Australia (FAAA); 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 Serry
On the Financial Advisers Register kept by ASIC, Mark Serry appears as a current financial adviser in Melbourne, Victoria, adviser number 000248983.
The licensee Mark advises under is Intralink Wealth Management Pty Ltd (AFS licence 330737). The current authorisation started on 23 February 2009.
The register records 1998 as the year Mark first provided financial advice. The qualifications listed for Mark include Bachelor of Economics (First Class Honours) (Monash University, 1996), Graduate Diploma of Applied Finance & Investments (KAPLAN, 2001) and Certified Financial Planner (Financial Planning Association, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and 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 Serry a registered financial adviser?
Yes. Mark Serry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248983.
Which licensee does Mark Serry work under?
Intralink Wealth Management Pty Ltd, Australian financial services licence 330737.
What can Mark Serry 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.