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- Marek Habsuda
Marek Habsuda
- Name
- Marek Habsuda
- ID
- 1007289
- ABN
- –
- First Provided Advice
- 2014
- Restrictions
- 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.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2008 - Bachelor of Business (Financial Risk Management/International Trade) - Bachelor Degree (AQF 7) - Victoria University
- 2012 - Graduate Certificate of Applied Finance - Graduate Certificate (AQF 8) - Kaplan
- 2016 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
- 2019 - SMSF Core Course - Other - DBA
- 2021 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Financial Index Australia Pty Ltd (#240559)
- Commenced
- Sept. 18, 2018
- Ceased
- Aug. 5, 2022
- Status
- Ceased
- Licence Holder
- Findex Advice Services Pty Ltd (#243253)
- Commenced
- Sept. 1, 2017
- Ceased
- Aug. 5, 2022
- Status
- Ceased
- Licence Holder
- Morplan Pty Ltd (#530260)
- Commenced
- Aug. 8, 2022
- Ceased
- Feb. 16, 2024
- Status
- Current
- Licence Holder
- Sterling Group Vic Pty ltd (#481623)
- Commenced
- March 5, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Shadforth Financial Group Limited (#318613)
- Commenced
- Dec. 12, 2014
- Ceased
- July 25, 2017