Mark Morcos
Financial Adviser
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About
Mark Morcos is an ASIC-registered financial adviser dedicated to helping individuals and families in Sydney achieve their financial goals. With over two decades of experience in the financial services industry, Mark combines his extensive knowledge with a client-focused approach to deliver tailored advice. Mark holds a Bachelor of Applied Finance from the University of Western Sydney and a Diploma of Financial Planning from Deakin University. Demonstrating his commitment to specialised knowledge, he is also an SMSF Specialist Adviser accredited by the SMSF Professionals Association of Australia (SPAA), now known as the SMSF Association. He is a professional member of the SMSF Association. Authorised to provide advice on a broad range of financial products, Mark can assist you with superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • SMSF advice Ready to take control of your financial future? Contact Mark today for a consultation.
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Frequently Asked Questions
What services does Mark Morcos offer?
Mark Morcos provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and SMSF advice. He tailors his advice to meet your individual needs and goals.
What are Mark Morcos' qualifications?
Mark holds a Bachelor of Applied Finance from the University of Western Sydney and a Diploma of Financial Planning from Deakin University. He is also an SMSF Specialist Adviser accredited by the SMSF Association.
How does Mark Morcos approach financial planning?
Mark takes a client-focused approach, starting with understanding your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan to help you achieve your objectives. Regular reviews ensure the plan remains aligned with your evolving needs.
What should I expect during my first meeting with Mark Morcos?
During your first meeting, Mark will discuss your financial goals, gather information about your current financial situation, and explain his services and fees. This is an opportunity for you to ask questions and determine if Mark is the right financial adviser for you.
Can Mark Morcos help with my Self-Managed Super Fund (SMSF)?
Yes, Mark is an SMSF Specialist Adviser accredited by the SMSF Association. He can provide expert advice on all aspects of SMSF management, from establishment to compliance and investment strategies.
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