About Me

Mark is a passionate Certified Financial Planner having spent more than 20 years in the financial services industry assisting individuals, families, retirees, corporate executives and business owners with their respective financial strategies.
Having completed bachelor and post graduate study at the University of Newcastle, Mark has previously worked in management and advisory roles with Dixon Advisory, Bendigo Bank and PDD Wealth Management. With a focus on retirement planning, superannuation, investment and wealth protection strategies, he strongly believes in customising advice to optimise financial outcomes for his clients.
In line with Mark’s own ethics and philosophy, Evolution Road Wealth Management places significant emphasis on building and maintaining strong, trusting relationships, with a view to providing financial security to all generations. He believes through education, the firm can nurture its vision to ensure more consumers and businesses proactively choose to access professional financial services in the future.