Since joining the profession in 2007, Mark has held a number of senior financial advisory roles spanning from a small boutique firm to the private wealth division of a leading financial institution. This has extended him the unique opportunity to observe different advice models, and provide strategic advice to a wide array of clients including young professionals, small business owners, high net wealth individuals and pre & post retirees.
Mark is committed, above all else, to placing the client’s interests first and providing highly personalised advice designed specifically to achieve his client’s goals and objectives. He is a firm believer in the need for, and value of, holistic financial planning advice and the importance of client’s building long-term relationships with trusted professionals. In delivering his advice, Mark places a strong emphasis on frequently reviewing each client’s progress to ensure a continued focus is maintained on achieving their lifestyle ambitions.
Mark holds a Bachelor of Business (Management) from Monash University and a Graduate Diploma in Financial Planning from FINSIA. He is also a Certified Financial Planner and an active member of the Financial Planning Association (FPA), the industry’s peak body.
On a personal front, Mark is a keen golfer, an avid fly fisherman and thoroughly enjoys time spent with family and friends. He maintains a wide social network stemming from his membership at Kingston Heath Golf Club, his attendance at Haileybury College and time spent at the International School of Kuala Lumpur.
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