Robert Mahony
OCEAN & OAK PRIVATE WEALTH PTY LTD · Ballarat Central VIC 3350 · Advising since 2013
- 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
- 001004181
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SYNCHRON ADVICE PTY LTD · AFSL 243313Through authorised representative OCEAN & OAK PRIVATE WEALTH PTY LTD (no. 001320855)Since 21 April 2026
- Principal business address
- Ballarat Central VIC 3350
- First year providing advice
- 2013
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
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.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- 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.
- CURRENTApr 2026 – presentSYNCHRON ADVICE PTY LTD · AFSL 243313Through authorised representative OCEAN & OAK PRIVATE WEALTH PTY LTD (no. 001320855)
- CEASEDOct 2024 – Nov 2025HUNTER GREEN PTY LTD · AFSL 225962
- CEASEDOct 2022 – Feb 2024COUNT FINANCIAL LIMITED · AFSL 227232
- CEASEDJul 2020 – Jun 2022CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative CAPSTONE FINANCIAL SERVICES PTY LTD (no. 000305345)
- CEASEDNov 2013 – Jun 2018NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
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
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd · 2023 · Other
Introduction to Self Managed Superannuation Funds
Kaplan Education Pty Ltd · 2023 · Other
5 unit CFP Certification Program
Financial Advice Association of Australia Limited · 2022 · Other
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Limited · 2020 · Bridging Course - Ethics
Master of Insurance and Risk Management
Deakin University · 2013 · Masters Degree (AQF 9)
Bachelor of Commerce
Deakin University · 2010 · Bachelor Degree (AQF 7)
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 Robert Mahony claims the profile.
Reviews
Not yet reviewed
No client has reviewed Robert Mahony on Souffle yet.
Contacting Robert Mahony
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
OCEAN & OAK PRIVATE WEALTH PTY LTD
Authorised by SYNCHRON ADVICE PTY LTD · AFSL 243313
- 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
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Robert Mahony claims this profile, their own contact options can appear here.
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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