A relationship-focused adviser committed to partnering with his clients, Mark enables clients to feel secure, protected and prepared financially for their future.

Providing trusted strategic advice, Mark takes time to understand his clients’ wealth management goals, in order to deliver the financial planning advice and business protection strategies that best achieve his clients’ financial objectives.

With a financial career spanning over 10 years, Mark has helped individuals, business owners and families to manage and protect their wealth.

Mark has in-depth knowledge of superannuation, retirement planning, managed investments and personal insurance protection that he’s acquired working within the banking, insurance and financial planning industries.

He has been recognised for his specialist work in Insurance advice by industry leaders, and has won multiple awards for quality and expertise in this area. Having developed a thorough understanding of best practice, Mark is Financial Adviser Standards and Ethics Authority (FASEA) certified, and is dedicated to continually developing his wealth management and protection knowledge to provide the best advice to his clients.

Mark is experienced in all facets of financial planning advice, and prides himself on helping his clients control, protect and improve their financial well- being, before, during and into retirement.

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Qualifications/Professional Memberships/ Appointments

  • Graduate Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Diploma in Financial Planning
  • Master of Financial Planning
  • Financial Planning Association of Australia (member)
  • Financial Adviser Standards and Ethics Authority (member)

Specialist Areas

Mark has specialist expertise in the following service areas:

  • Wealth management
  • Investment advice
  • Superannuation/SMSFs

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Learn more about Mark on his LinkedIn Profile