Financial Adviser
· CLAYTON, VIC
Mark Allen Dela Cruz
No disciplinary history on record with ASIC
CLAYTON,
VIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295162
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 is currently authorised under Beryllium Advisers, operating through Essense Wealth Solutions. 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
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