Mark Smith
About Me
Mark has been a stalwart in the financial services industry since the year 1995, commencing his illustrious career in the realm of retail banking. His journey through the financial landscape has been a testament to his dedication and expertise.
Mark's diverse career has seen him occupy key roles at renowned institutions, as a Home Lender for CBA, he empowered countless individuals to achieve their dreams of homeownership. His tenure as a Branch Manager at ANZ showcased his leadership prowess and unwavering commitment to exceptional customer service. A stint as a Business Development Manager at TAL Life Insurance highlighted Mark's dedication to safeguarding financial well-being for individuals and businesses alike.
In addition, Mark has held pivotal positions as an Adviser and practice manager within private advice practices, where he upheld the highest standards of ethics and professionalism, guiding clients toward prudent financial decisions.
Mark's journey came full circle as he returned to CBA in the capacity of a Business Financial Adviser, where he garnered extensive experience across various domains, including CBA branches, Premier Banking, Private Banking, and Business/Corporate Banking. His areas of specialisation encompass SMSF, Business Insurance, Aged Care, Gearing, Margin Lending, and Direct Shares, making him a trusted Adviser in these intricate financial realms.
Mark is well-prepared to guide you on your path to financial prosperity.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 25 Years
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Licensed By Ri Advice Group Pty Ltd