Financial Adviser
· BALLARAT CENTRAL, VIC
Marek Habsuda
No disciplinary history on record with ASIC
BALLARAT CENTRAL,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007289
Marek Habsuda is a financial adviser based in Ballarat Central, Victoria, with 12 years of experience in the financial services industry since 2014. Marek is currently authorised under Sterling Group Vic, operating through Sterling Financial. Marek holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marek's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Marek 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
2008
Bachelor of Business (Financial Risk Management/International Trade)
Victoria University
2012
Graduate Certificate of Applied Finance
Kaplan
2016
Certified Financial Planner
Financial Planning Association of Australia
2019
SMSF Core Course
DBA
2021
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Professional
Registration History
This Authority permits the person to provide the financial services specified, under the direct supervision of a personal client adviser (PCA), or in the case of written advice, where it has been checked and countersigned by a PCA before issue.Can advise on Superannuation except Self Managed Superannuation Funds.
Source: ASIC Financial Advisers Register