Mark Robert Screen
CHELSEA WEALTH MANAGEMENT PTY LTD · Penrith NSW 2750 · Advising since 2006
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000305607
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Through authorised representative CHELSEA WEALTH MANAGEMENT PTY LTD (no. 001286091)Since 1 July 2026
- Principal business address
- Penrith NSW 2750
- First year providing advice
- 2006
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2026 – presentMATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Through authorised representative CHELSEA WEALTH MANAGEMENT PTY LTD (no. 001286091)
- CEASEDMar 2023 – Nov 2024MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Through authorised representative CARNEGIE CONSULTING PTY. LIMITED (no. 001301928)
- CEASEDSep 2021 – Mar 2023MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- CEASEDJul 2016 – Sep 2021A.C.N. 133 593 012 PTY LTD · AFSL 331367
- CEASEDMar 2015 – Jul 2016KINGSTON FINANCIAL PTY LIMITED · AFSL 297330
- CEASEDFeb 2007 – Dec 2014AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Higher Education · 2022 · Graduate Diploma (AQF 8)
Advanced Diploma of Financial Planning
Mentor Education · 2013 · Advanced Diploma (AQF 6)
Margin Lending and Geared Investments Course
Kaplan Professional · 2011 · Other
Diploma of Financial Services (Financial Planning)
Mentor Education · 2006 · Diploma (AQF 5)
Bachelor of Arts (Human Movement Studies)
University of Technology · 2000 · Bachelor Degree (AQF 7)
Graduate Diploma in Education
University of Technology · 2000 · Graduate Diploma (AQF 8)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Mark Robert Screen claims the profile.
Reviews
Not yet reviewed
No client has reviewed Mark Robert Screen on Souffle yet.
Contacting Mark Robert Screen
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CHELSEA WEALTH MANAGEMENT PTY LTD
Authorised by MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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