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Mark Newbert CFP®

About Me

Mark has over 25 years of experience as a Financial Planner, including the last 20 as a Certified Financial Planner.

Mark aims to help his clients get on top of their finances, with 'tried and tested' financial strategies to improve their financial position, and provide them with financial success (not just security). This provides them with total financial freedom and peace of mind, so they can enjoy abundance in retirement that they've worked long and hard for.

Mark has a Bachelor of Commerce Degree (Major in Finance and Economics from Curtin University, Western Australia) and is a Certified Financial Planner®. Mark is also an Accredited Mortgage Consultant.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By Hillross Financial Services Limited
CERTIFIED FINANCIAL PLANNER®