Mark McShane CFP®
About Me
My motivation for being an adviser is seeing clients achieve their financial and personal
goals. A key focus it to clarify complex topics to provide clear and easy-to-
understand recommendations – empowering client to make well informed decisions.
I believe a trusted relationship and education are important cornerstones for any adviser. As such I hold several qualifications including an
Economics Degree, Diploma of Financial Planning, Certified Financial Planner (CFP) as well as a qualified executive coach and certified personal
trainer.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 7 Years
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Licensed By Chrysalis Lifestyle Planning Pty Ltd