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Mark

Director | Snr. Financial Adviser

Mark's financial services journey began in 2009. Initially drawn to the analytical nature of the Accounting and Auditing Sector, Mark's path underwent a profound transformation in 2017 when he discovered his true passion for Financial Planning.

 

With over 15 years of diverse experience in the financial services landscape, spanning across both Australia and the UK, Mark has honed his expertise to become a trusted authority in his field.

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 For Mark, the essence of his work lies in the impact he creates in the lives of those he serves. Beyond the complexities of financial planning, Mark is driven by a simple yet powerful ethos: to make a positive difference, one client at a time. With his commitment to excellence and a genuine desire to see his clients succeed, Mark emerges as not just a financial adviser, but a trusted partner on every step of the financial journey.

 

In addition to his wealth of experience, Mark holds a Graduate Diploma in Financial Planning and Bachelor of Accounting, further solidifying his expertise in the field.

 

Outside of work, you'll catch Mark hitting the gym bright and early, energising his day with a good sweat and positive vibes. On the weekends, Mark loves spending time with his adorable daughter Ivy going off on epic adventures filled with laughter, love, and maybe a little bit of ice cream.

1800 845 061

Mark
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