Financial Adviser · MELBOURNE, VIC

Mark Irvine

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002968

Currently at

Sydney, NSW

View firm profile

Mark Irvine is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Mark is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Mark holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Mark's qualifications include a Bachelor of Economics from La Trobe University.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

2010

LST2BSL Business Law

La Trobe University

2013

Bachelor of Economics

La Trobe University

2013

Diploma of Financial Planning

International Institute of Technology

2018

Advanced Diploma of Financial Planning

International Institute of Technology

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2025

TFA Tax for Financial Advising

Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Mar 2023 - Present Current

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Mufg Retire360 Pty Limited

Oct 2019 - Feb 2023 Ceased

Commonwealth Financial Planning Limited

Oct 2014 - Jul 2019 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register