Partner / Financial Planner
Mark has been involved in the finance industry for over 30 years with the last six being in the financial planning industry. In this time Mark has developed an extensive knowledge base across a number of finance sectors.
Mark works with clients of all ages and financial requirements. Whilst he works largely with self-funded retirees, he also spends a great deal of time assisting retired clients navigate the complexities of Centrelink requirements to assist in achieving positive outcomes.
Having grown up in Townsville he believes it is important to give back to the community and as such is involved with a number of not for profit organisations. He is the president of Community Gro and is also a board member of the North Queensland Sports Foundation. Mark also likes to spend time watching and supporting his two daughters in their various sporting activities.
Qualifications and Professional Memberships
- Advanced Diploma of Financial Planning
- Financial Planning Association of Australia (FPA) Member
- Commissioner for Declarations
Areas of Expertise
- Superannuation Strategies
- Retirement Planning Strategies
- Centrelink strategies/support
- Investment Strategies