Sylvia Marcos
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000325400
- Location
- Sydney NSW 2000
- Licensee
- Wealth Masters Pty Ltd (AFSL 475215)
- Authorised since
- 16 March 2020
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Accounting), University of western Sydney (2007); Diploma of Financial Plannig, Mentor Professional services (2007); TASA & TPB code of conduct, Kaplan (2007)
- Memberships
- Tax practitioners Board
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Sylvia Marcos
Sylvia Marcos is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000325400.
Sylvia provides advice as an authorised representative of Wealth Masters Pty Ltd, which holds Australian financial services licence 475215. The current authorisation started on 16 March 2020.
According to the register, Sylvia first provided financial advice in 2010. Qualifications and training on file include Bachelor of Business (Accounting) (University of western Sydney, 2007), Diploma of Financial Plannig (Mentor Professional services, 2007) and TASA & TPB code of conduct (Kaplan, 2007). Professional memberships recorded: Tax practitioners Board.
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. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sylvia Marcos a registered financial adviser?
Yes. Sylvia Marcos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000325400.
Which licensee does Sylvia Marcos work under?
Wealth Masters Pty Ltd, Australian financial services licence 475215.
What can Sylvia Marcos 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.