Mark Serry – Financial Adviser

Adviser identifying number: 248983
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: INTRALINK WEALTH MANAGEMENT PTY LTD
Licence number: 330737
Licensee’s ABN: 76117065335
Licence controlled by:

The date the Financial Adviser commenced the appointment: 23/02/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTRALINK WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 330737
Authorised Representative’s ABN: 76117065335

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Economics (First Class Honours) – Monash University
• Certified Financial Planner – Financial Planning Association
• Graduate Diploma of Applied Finance & Investments – KAPLAN
• SMSF Special Advisor – Self Managed Super Fund Association

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Mark Serry is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility