Mark's passion is to help his clients get their entire financial house in order and build enough wealth to pay for the lifestyle they truly want.
Qualifications
- Advanced Diploma of Financial Services (Financial Planning)
- Certificate IV in Finance and Mortgage Broking
- Bachelor of Business (Marketing)
Professional memberships
- FPA – Financial Planning Association
- AFA – Association of Financial Advisers
- FBAA – Finance Brokers Association of Australia
What began as an interest some 20+ years ago has turned into a passionate career in financial planning for Mark.
At age 23 Mark purchased his first investment property and later turned his attention to investing in shares. Over the following years Mark created a personal wealth of $1 million, and now he helps clients achieve similar results.
That said, Mark recognises financial planning is more than just investments, and he loves the ability to combine finance, numbers and problem solving with a strong desire to help people and improve their quality of life – to get inside their heads, find out what’s important to them and help them achieve it.
On a personal front, Mark is married with three young children and lives local to the business. He enjoys camping with the family, and summer days armed with a BBQ together with family and friends.