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Mark Bardzinski

Financial Adviser

Apt Wealth Partners
Melbourne, VIC 3000

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About

Mark Bardzinski is an ASIC-registered financial adviser based in Melbourne, VIC. With a Diploma of Financial Advising from the Financial Services Institute of Australasia (2003), he brings over two decades of experience to his clients. Mark further enhanced his expertise with an ASX Responsible Executive Exam certification from Kaplan (2007) and a Certificate in Self-Managed Superannuation Funds from Kaplan (2014). He is also a Fellow Chartered Financial Practitioner with the Association of Financial Advisers (2016). As a fully authorized financial adviser, Mark provides expert guidance on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Mark is a proud member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia, reflecting his commitment to upholding the highest professional standards. Ready to take control of your financial future? Contact Mark today to arrange a consultation and discover how he can help you achieve your financial goals.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth accumulation Insurance solutions Investment strategies SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000436121

Verify on ASIC Register

Authorised Representative Number

000318692

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Mark Bardzinski offer?

Mark provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What are Mark Bardzinski's qualifications?

Mark holds a Diploma of Financial Advising, ASX Responsible Executive Exam certification, a Certificate in Self-Managed Superannuation Funds, and is a Fellow Chartered Financial Practitioner.

What professional associations does Mark belong to?

Mark is a member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia.

What can I expect during my first consultation with Mark Bardzinski?

During your initial consultation, Mark will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized strategy to help you achieve your financial objectives.

How can Mark help me with my superannuation?

Mark can provide expert advice on all aspects of superannuation, including fund selection, contribution strategies, and retirement planning.

Get in Touch

Contact Mark directly for personalised advice.

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