Financial Adviser · CLAYTON, VIC

Mark Allen Dela Cruz

CLAYTON, VIC
4 Years experience
Tax advice
authorised
ASIC Registered · ADV 001295162
Practice
Clayton, VIC (practice address on ASIC register)
Licensed through Valentia Capital

About Mark Allen Dela Cruz

Mark Allen Dela Cruz is a financial adviser based in Clayton, Victoria, with 4 years of experience in the financial services industry since 2022. Mark works at Essense Wealth Solutions, which is licensed through Valentia Capital. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Bachelor of Accounting from La Trobe University. Mark is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Exclude Standard Margin Lending Advice

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Accounting
La Trobe University
2017
Diploma of Financial Planning
Kaplan
2020
Graduate Certificate of Financial Planning
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan

Registration History

Jun 2026 - Present Current
Exclude Standard Margin Lending Advice
Aug 2024 - Jun 2026 Ceased
Apr 2024 - Jul 2024 Ceased
UNITED GLOBAL CAPITAL PTY LTD
Feb 2022 - Mar 2024 Ceased

Source: ASIC Financial Advisers Register