About Me

Mark is an experienced Certified Financial Planner (CFP) who previously worked within the banking and finance sector. Mark has a particular interest in strategies for estate planning, aged care, superannuation (including self-managed superannuation funds) and wealth accumulation. Mark is a member of the Financial Advice Association of Australia (FAAA) and the Mortgage & Finance Association of Australia (MFAA).

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Honours Degree
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Onefocus Financial Services Pty Ltd
  • Advice fees
    Advice Fees From $3,300
CERTIFIED FINANCIAL PLANNER®