About Me

Mark prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals. A strong ability of Mark's is to understand various and complex financial planning matters and explain these to clients in an easy to understand way. Mark has 18 years of experience in Financial Planning and holds a Master's qualification. During this time, Mark has also been involved in lecturing at University for three years in Financial Planning (including two years of course development)

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Millennium 3 Financial Services Pty Ltd