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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By The Advice Exchange Pty Ltd
CERTIFIED FINANCIAL PLANNER®