Mark Valentine Debeljak
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237007
- Location
- Melbourne VIC 3000
- Licensee
- Akambo Pty Ltd (AFSL 322056)
- Authorised since
- 13 December 2016
- First provided advice
- 2015
- Qualifications
- Bachelor of Economics, Monash University (1989); Chartered Accountant Program, CA ANZ (1992); Accreditation in Margin Lending & SMSF, Integrity (2015); Advance Diploma in Financial Planning, Integrity (2015); Diploma of Financial Planning, Integrity Education Group (2015); FPC002B Ethics and Professionalism in Financial Planning, Kaplan (2024)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Valentine Debeljak
Mark Valentine Debeljak is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001237007.
The licensee Mark advises under is Akambo Pty Ltd (AFS licence 322056). The current authorisation started on 13 December 2016.
According to the register, Mark first provided financial advice in 2015. The qualifications listed for Mark include Bachelor of Economics (Monash University, 1989), Chartered Accountant Program (CA ANZ, 1992) and Accreditation in Margin Lending & SMSF (Integrity, 2015). Mark is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Mark is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Valentine Debeljak a registered financial adviser?
Yes. Mark Valentine Debeljak is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237007.
Which licensee does Mark Valentine Debeljak work under?
Akambo Pty Ltd, Australian financial services licence 322056.
What can Mark Valentine Debeljak 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; derivatives.