Mark helps clients understand what is important to them and puts in place a plan to help clients get to where they want to, providing peace of mind and as much financial security as you can get in this life.
Qualifications
- Advanced Diploma of Financial Planning
- Graduate Diploma of Chartered Accounting
- Advanced Diploma of Accounting
- Bachelor of Commerce
Mark has over ten years’ experience stewarding and investing millions of dollars worth of clients’ wealth and retirement savings. He works with his clients to understand what’s important to them, their thoughts and beliefs about money, their preferences for what not to invest in. Then, he creates plans that help clients get to where they want to be.
Mark is passionate about removing the noise around investing, keeping things simple and helping clients focus on what is important.
Mark is married with four children. He enjoys Test cricket, cryptic crosswords, stand-up comedy, and family holidays.
He has clients Australia-wide and can meet with them in person in Sydney and Alstonville (near Byron Bay).
Favourite quote:
"Wealth consists not in having great possessions, but in having few wants." (Epictetus)