Adviser Profile

Patrick Marks

Financial Adviser

Authorised Representative No. 1304820

Patrick Marks is a Financial Adviser at Parc Wealth Management, known for his thoughtful, approachable manner and strong focus on client relationships. He brings a well‑rounded background across the full financial advice process, having worked closely with clients, senior advisers and advice teams, which gives him a deep appreciation for both high‑quality advice and exceptional client service.

Patrick provides holistic advice tailored to each client’s individual goals and circumstances, working with a broad range of clients from wealth accumulators through to retirees. He is particularly valued for his clear communication, calm guidance through changing market conditions, and proactive approach to ensuring advice continues to evolve as clients’ needs change over time.

Outside of work, Patrick is a keen footballer, reflecting the discipline and teamwork he brings to his role as an Adviser.

Qualifications

  • Bachelor of Commerce majoring in Finance and Management
  • Master of Financial Planning
  • Accredited Listed Product Adviser Program
  • SMSF Regulations and Taxation

Memberships

  • AFP® Practitioner Member of Financial Advice Association of Australia (FAAA)

Authorised Financial Services

The Licensee has authorised Patrick Marks to provide personal advice and dealing services for the following financial products:

  • Deposit and Payment Products – Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products (Investment Life Insurance and Life Risk Insurance Products)
  • Managed Investment Schemes, including IDPS and MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
Parc Wealth Management Pty Ltd is a Corporate Authorised Representative (No. 1250859) of Parc Wealth Group Pty Ltd ABN 24 652 326 915 AFSL 535090.
Parc Wealth Group Pty Ltd ABN 24 652 326 915 operates as an Australian Financial Services Licensee (Licence No: 535090).

Any information on this website is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decisions based on any information on this website, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change. 

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