Financial Adviser · SYDNEY, NSW

Marc Andrew Mcmahon

SYDNEY, NSW

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000245058

Currently at

Awm Services

Sydney, NSW (firm address)

View firm profile

Marc Andrew Mcmahon is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry since 2013. Marc is currently authorised under Awm Services. Marc holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marc's qualifications include a Bachelor of Commerce (Accounting) from University of Southern Queensland.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are not on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Commerce (Accounting)

University of Southern Queensland

2009

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Intellitrain Pty Ltd

2009

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2018

SuperConcepts Specialist SMSF Course

SuperConcepts

Registration History

Awm Services Pty Ltd

Mar 2023 - Present Current

One off licensee approval is required for all products which are not on the approved product list.

Pareto Group Pty Ltd

Dec 2022 - Jan 2023 Ceased

Sentry Financial Services Pty Ltd

Nov 2021 - Apr 2022 Ceased

Akumin Financial Planning Pty Limited

Jun 2018 - Oct 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Professional Investment Services Pty Ltd

Dec 2003 - Jun 2018 Ceased

Source: ASIC Financial Advisers Register