Mark Climpson

About Me

I have been advising small business on their Business Succession & keyman planning needs, and of course the Directors and their staff on their personal insurance needs as well for over 30 years now. I have studied and hold a medical laboratory Science degree from RMIT in 1985, a Deakin Diploma in FP in 2003, and now recently the Graduate Diploma of FP, and Chartered Life practitioner qualifications. I believe financial planning is best provided by specialists, and Life insurance advice is my speciality.

Areas of Focus

  • Estate planning
  • Life/personal insurances
  • Years of Experience
    Years of Experience 36 Years
  • Licensed By
    Licensed By Millennium 3 Financial Services Pty Ltd