Mark Minchin CFP®
About Me
Minchin Moore is an independent, professional advice practice specialising in the provision of holistic advice and tailored portfolio management solutions for high net worth individuals and families. Our purpose is to help successful people make sensible, well thought out decisions about their money. Today, Minchin Moore manage assets for individuals, families and for-purpose institutions of around $3.2 billion, with fifty staff across offices in Sydney, Melbourne, Adelaide and regional NSW (Tamworth and Orange). Mark is a founder and the managing partner of Minchin Moore, and whilst his role in the firm has evolved over the years, he still likes to be connected with clients. Outside of work, Mark is a husband and father of three young kids. He enjoys family time and tries to pretend he's still an avid sportsman - enjoying snow skiing and surf ski paddling on the Northern Beaches.
Areas of Focus
- Aged care
- Estate planning
- Investments
- Retirement
- SME advice
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 20 Years
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Licensed By Minchin Moore Private Wealth Pty Ltd