Financial Adviser
· MALVERN, VIC
Patrick Marks
No disciplinary history on record with ASIC
MALVERN,
VIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304820
Practice
Malvern, VIC (practice address on ASIC register)
Licensed through Parc Wealth Group
About Patrick Marks
Patrick Marks is a financial adviser based in Malvern, Victoria, with 2 years of experience in the financial services industry since 2024. Patrick works at Parc Wealth Management, which is licensed through Parc Wealth Group. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Bachelor of Commerce, Majoring in Finance Management from The University of Melbourne. Patrick 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
Authorised to provide tax financial advice services
Qualifications and Training
2021
Bachelor of Commerce, Majoring in Finance Management
The University of Melbourne
2022
Maser of Financial Planning
Deakin University
2024
Accredited Listed Product Adviser Program
Kaplan
2025
SMSF Regulations and Taxation
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register