Mark's passion is to help clients identify, achieve and maintain their desired lifestyle – whatever happens – without running out of money or running out of time.
Qualifications
- Advanced Diploma of Financial Services (Financial Planning)
- Certificate IV in Finance and Mortgage Broking
- Bachelor of Business (Marketing)
Professional memberships
- FPAA – Financial Planning Association of Australia
What started as a casual interest over 20 years ago has blossomed into a passionate career in financial planning for Mark.
At the age of 23, Mark purchased his first investment property and soon after he ventured into the stock market. Mark now dedicates himself to helping clients achieve similar financial success.
However, Mark understands that financial planning is about more than just investments. He enjoys combining finance, numbers, and problem-solving with his strong desire to help people improve their quality of life. By getting to know his clients and understanding what matters most to them, he helps them achieve their financial goals.
On a personal note, Mark is married with three children and lives locally to the business. He enjoys holidaying with family and spending summer days with family and friends.
Favourite quote:
"You can have everything in life, if you'll just help enough other people get what they want." (Zig Ziglar)