About Me

Mark is a Senior Private Wealth Adviser with over 20 years of experience in financial services. He began his career at Colonial First State, then moved to CommSec Advisory and Commonwealth Private, where he was named National Private Wealth Manager of the Year in 2016. After 15 successful years within the CBA Group, Mark joined Perpetual Private as a Partner before moving to Ord Minnett.

Mark has built enduring relationships through a highly personalised approach. His clients include high-net-worth individuals, C-suite executives, professionals, entrepreneurs, business owners, and retirees. With deep expertise in financial planning, investment management, and relationship building, Mark provides tailored financial solutions designed for long-term stability and growth. His approach focuses on clarity, trust, and measurable success, ensuring clients achieve financial freedom and sustained growth.

Known for his strong technical knowledge and unwavering commitment to clients' best interests, Mark crafts investment strategies that align with each client's unique goals. His dedication is reflected in the trust he has earned and the consistent outcomes he delivers, helping clients navigate complex financial landscapes confidently.

Mark holds a Master of Applied Finance from Macquarie University, a Bachelor of Commerce from Deakin University, and a Diploma of Financial Planning from Kaplan.

Personally, Mark is dedicated to staying active with early morning BFT sessions and coaching his sons in sports. His greatest passion is his family, managing the busy lives of his two young boys with his wife, Michelle.