About Me

Mark's financial planning experience goes back to 1987 when he first joined the industry after 10 years as an analyst in global oil exploration. He currently provides lifestyle financial planning advice, with accreditations in advice for Self-Managed Superannuation Funds (SMSF) and Aged Care. He is a SMSF Association accredited SMSF Specialist Advisor and a FAAA accredited Aged Care Specialist. He's now running his own practice (Ellastone Financial Planning Pty Ltd) and is licensed through Shartru Wealth Management Pty Ltd (AFSL 422409).

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 29 Years
  • Licensed By
    Licensed By Shartru Wealth Management Pty Ltd
CERTIFIED FINANCIAL PLANNER®