Mark Stewart

Mark Stewart

About Me

An intelligent, relationship driven Adviser with over 20 years of industry experience. Mark specialises in retirement planning, superannuation, tax, risk management and investment strategies for retirees, business owners and professionals.

His commitment to actively working with his clients to assist them in achieving their financial and lifestyle goals is paramount. Always happy to offer his opinion and get involved, Mark draws on a wide range of experience and technical knowledge attained via ongoing professional education, regular intensive readings, previous business dealings and a vast network of professional associates.

Mark is well travelled and appreciates meeting new and interesting people. He is also an avid golfer, and enjoys reading, good home cooked food, and spending time with family and his two British bulldogs.

Mark's primary office is located at the Sunshine Coast. He aslo maintains a Brisbane office and is available to meet over VC or phone call.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd