Mark King CFP®
About Me
Mark is the Principal Financial Adviser and Director of NeoWealth Management, a privately owned financial planning practice based in Hawthorn, Melbourne. Since joining the profession in 2007, Mark has held a number of senior financial advisory roles spanning from a small boutique firm to the private wealth division of a leading financial institution. This has extended him the unique opportunity to provide strategic advice to a wide array of clients including young professionals, small business owners, high net wealth individuals and pre & post retirees.Mark is committed to placing the client’s interests first and providing highly personalised advice designed specifically to achieve his client’s goals and objectives. He is a firm believer in the need for, and value of, holistic financial planning advice and the importance of client’s building long-term relationships with trusted professionals. In delivering his advice, Mark places a strong emphasis on frequently reviewing each client’s progress to ensure a continued focus is maintained on achieving their lifestyle ambitions.To learn more about Mark and how NeoWealth Management can help you, visit the website, send him an email or give him a call.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 17 Years
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Licensed By The Advice Exchange Pty Ltd