Mark McShane CFP®

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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 7 Years
  • Licensed By
    Licensed By Chrysalis Lifestyle Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®