About Me

Mark embarked on his journey in the Financial Services industry in 2004 following the successful completion of a Master’s Degree in Financial Planning and a Bachelor of Commerce. He further bolstered his expertise by attaining a Diploma of Finance and Mortgage Broking Management to also become a Mortgage Broker.

Mark has a talent for breaking down complicated strategies in a way that’s easy to understand and has a particular passion for assisting Pre-Retirees and Retirees achieve their Retirement goals.

Drawing from his extensive experience in both Financial Planning and Mortgage Broking, Mark offers comprehensive advice in key areas including Wealth Creation, Superannuation, Retirement Planning, and Home/Investment Loans.

Outside of the workplace, Mark dedicates time to his young family. An avid runner, he has completed three marathons and regularly participates in the local Parkrun most Saturdays.

Areas of Focus

  • Aged care
  • Debt management
  • Employment changes
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Thrive Fs Pty. Ltd.