Mark Serry
Financial Adviser
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About
Mark Serry is an ASIC-registered financial adviser based in Melbourne, VIC, committed to providing tailored financial solutions to help clients achieve their financial goals. With a strong academic foundation, including a Bachelor of Economics (First Class Honours) from Monash University (1996) and a Graduate Diploma of Applied Finance & Investments from KAPLAN (2001), Mark combines extensive knowledge with practical expertise. Mark is a Certified Financial Planner (Financial Planning Association, 2004) and an SMSF Special Advisor (Self Managed Super Fund Association, 2006), demonstrating his commitment to upholding the highest professional standards. He is also a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association. Authorised to provide advice on a broad range of financial products, Mark can assist with superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise 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 Ready to take control of your financial future? Contact Mark today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Mark Serry provide?
Mark Serry provides advice on superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Mark Serry's qualifications?
Mark holds a Bachelor of Economics (First Class Honours) from Monash University and a Graduate Diploma of Applied Finance & Investments from KAPLAN. He is also a Certified Financial Planner and an SMSF Special Advisor.
How does Mark Serry approach financial planning?
Mark provides tailored financial solutions designed to help clients achieve their specific financial goals. He takes the time to understand each client's unique circumstances and objectives before developing a personalised financial plan.
What is the first step in working with Mark Serry?
The first step is to schedule a consultation. This allows you to discuss your financial situation and goals with Mark and determine if his services are a good fit for your needs.
What can I expect during a consultation with Mark?
During a consultation, Mark will ask you about your current financial situation, your financial goals, and your risk tolerance. He will then provide you with an overview of his services and how he can help you achieve your objectives.
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