About Me

Mark is a Certified Financial Planner (CFP®) and Life Risk Specialist (LRS®) with over 15 years’ industry experience in assisting his clients to make prudent decisions in protecting their wealth and creating certainty for themselves, their families and intended beneficiaries. Prior to establishing PRP’s Brisbane office, Mark held Senior Risk Adviser and Principal Adviser roles with ANZ Private Bank, ANZ Corporate Bank and Experien Insurance Services. With a client base of high net worth individuals and business owners, Mark has developed a highly skilled advice and facilitation model to deal with the complex estate planning and business succession issues of his valued clients. Mark operates on a concentric approach to his client’s estate and/or business succession goals by forming an alliance with their existing professional advisers. With the client’s involvement and that of their solicitor and accountant, Mark facilitates discussion surrounding the critical factors of business succession, estate continuity and/or personal planning and formulates an action plan to ensure that their intentions are supported by the appropriate legal and accounting structures.