Mark is a Certified Financial Planner (CFP) with over 18 years’ experience, predominantly as a Senior Private Client Adviser for major employer and corporate superannuation funds (Mercer and UniSuper).
Mark is dedicated to providing individual and often unique strategic financial advice ensuring that client’s best interests are at the forefront when formulating strategies. Mark also considers the financial advice process to be an educational service that ultimately aims to assist and guide clients to make informed decisions about their financial position, thereby making them more at ease and confident about their future.
Mark is passionate about superannuation and together with his extensive experience in retirement planning with complex Defined Benefit schemes and in-depth knowledge of the major Australian superannuation funds, he ensures that client’s planning for retirement receive expert advice on their existing super fund to maximise their retirement outcomes.
In addition to providing retirement planning strategies, Mark works with clients on investment portfolio construction, budgeting and cash-flow planning, debt management, personal insurance and Centrelink strategies.
Outside of work, Mark enjoys spending time with his three children and volunteering as an Assistant Cub Leader for the 1st Stradbroke Cub-Scout Pack. Helping children learn leadership skills while enjoying the great outdoors provides a welcome work-life balance.
- Certified Financial Planner, CFP®
- Bachelor of Business (Banking and Finance) – UniSA
- Advanced Diploma of Financial Services (Financial Planning)
- Financial Planning Association Australia (FPA)