- Financial Planning
- Responsible Manager of Private Wealth
Mark is an experienced Certified Financial Planner (CFP) who previously worked within the banking and finance sector. Mark has a particular interest in strategies for estate planning, aged care, superannuation (including self-managed superannuation funds) and wealth accumulation. Mark is a member of the Financial Planning Association of Australia (FPA) and the Mortgage & Finance Association of Australia (MFAA).
Phone: (03) 9861 6149