Mark Causer

Mark Causer Email and Phone Number

Wealth Adviser @
Mark Causer's Location
Greater Sydney Area, Australia
Mark Causer's Contact Details

Mark Causer work email

Mark Causer personal email

About Mark Causer

After 10 plus amazing years with Financial Keys, her team and clients, I have decided to take on a new adviser role with the equally exciting team at EFS Wealth, based in Lane Cove. As a fellow advisory colleague would say - very excited.Mark has over 30 years experience in the financial services industry. In that time, Mark has held equity, senior or national roles with Financial Keys, Westpac Private Bank, Commonwealth Private Bank, St George Private Bank, ANZ Funds Management and Macquarie Investment Management, specialising in the provision of structural and strategic advice to a wide range of clients. Mark’s strategic material and commentary has been widely published in mainstream and specialist press / media, including The Australian Financial Review, BRW, Asset Magazine, Money Management, Financial Standard, Australian Doctor, Australian Journal of Pharmacy, ABC Radio, ABC 7.30 Report and Sky Business Channel. Away from the workplace Mark leads a busy life. Mark and his wife Cathy, have two adult children, Joshua and Sophie, both finished / finishing Masters and Bachelor subjects at Uni and working part time. Sammy, the Italian Greyhound rounds off the family.Mark is very active. Most early mornings he can be found either cycling or running (more riding v running - knees). He represented Australia in these two pursuits, but his aim today is to simply keep fit! Mark is very passionate about the Tour de France / Giro d’talia. If he can’t be in France / Italy to watch the respective Tours with his family or tourdefrance.net.au he spends many long hours watching it from home. Mark brings a breadth of knowledge and experience that complements the existing team at EFS Wealth and we look forward to the contribution Mark will make into the future.

Mark Causer's Current Company Details
EFS Wealth

Efs Wealth

Wealth Adviser
Mark Causer Work Experience Details
  • Efs Wealth
    Wealth Adviser
    Efs Wealth Mar 2022 - Present
    Lane Cove, New South Wales, Australia
  • Financial Keys Pty Ltd
    Principal & Adviser
    Financial Keys Pty Ltd Sep 2011 - Mar 2022
    Sydney
  • Westpac Private Bank
    Strategic Adviser
    Westpac Private Bank Jul 2010 - Sep 2011
    Sydney
    My primary role was to provide upfront and ongoing strategic and structural advice to Westpac's Private Bank, including clients in the Ultra High Net division.A lesser part of my role which was internally focused, was to upskill my Private Banker colleagues with Wealth and related strategy, and to deliver written material to both the external media as well as in-house Westpac.
  • Perspective Group
    Senior Adviser
    Perspective Group Feb 2009 - Aug 2010
    Sydney
    Provision of holistic wealth accumulation, retirement, risk management (insurance), tax planning, estate planning and ongoing financial management advice to senior executives (top 25 ASX company), medical practitioners, solicitors, accountants, SME owners and both accumulation / pension HNW clients.Provision of advice across an array of structures for each group including personal, discretionary trusts, corporate structures, SMSFs, bare trusts (SMSF gearing).Tactical and strategic investment into direct equities, managed funds, structured products (including put & call strategy), fixed interest and Hybrids. Increase knowledge base / mentor junior advisers/paraplanners within the Perspective Group.Promotion of the Perspective Group as a leader in the provision of financial planning advice Key achievementsNew business of approximately $40 million / revenue of $100k in six months Upskilling of Perspective Group advisers / paraplannersInterview ABC 7.30 reportRegular interviews ABC AM RadioRegular (live) interviews Sky Business channelMonthly financial planning column Australian Journal of PharmacyMonthly financial planning column Australian DoctorCash Flow management presentation Rainmaker TVAsset magazine articleRegular contributor to BRW magazine, The Age, The Australian on financial planning matters No audit infringements
  • Commonwealth Bank Of Australia
    Senior Financial Adviser - Cba Private Bank
    Commonwealth Bank Of Australia May 2004 - Feb 2009
    Sydney
    Responsibilities included;Provision of holistic wealth accumulation, retirement, risk management (insurance), tax planning, estate planning and ongoing financial management advice to senior executives (top 25 ASX company), medical practitioners, solicitors, accountants, SME owners and both accumulation / pension HNW clients.Provision of advice across an array of structures for each group including personal, discretionary trusts, corporate structures, SMSFs and SMSF gearing.Tactical and strategic investment into direct equities, managed funds, structured products (including put & call strategy), fixed interest and Hybrids. Increase knowledge base of other CBA Private Bank (CPB) Investment and Financial Planning , CBA Private Bankers and paraplanners within the various CBP teams.Promotion of the Private Bank as a leader in the Private Banking world. Key achievementsNew business (personally) of approximately $200 million / revenue in excess of $1 million p.a. Development of strategy and education across CPB advisers / insurance specialists - total Wrap (Macq) book grown to in excess of $400 million.Voted No 1 financial planner CPB two years 05/06, 06/07.No 1 financial planner writer to CBA Structured Products, prior to resignationJoint Head of CPB Advisory Services Group - designed to up skill CPB advisers. Adviser to CBA Executive Team (ExCo) Provision of advice to CBA’s OSF committee re Member Choice reform. Provision of advice to QLDs first Billionaire. Initial proposal to CBA Board to create the now Super Gear product (2006). No audit infringements.
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  • St George Private Bank
    Financial Adviser
    St George Private Bank Apr 2003 - May 2004
    Sydney
    Responsibilities included;Provision of holistic wealth accumulation, retirement, risk management (insurance), tax planning, estate planning and ongoing financial management advice to senior executives, pharmacy practitioners, SME owners and both accumulation / pension HNW clients.Provision of advice across an array of structures for each group including personal, discretionary trusts, corporate structures, SMSFs.Tactical and strategic investment into direct equities, managed funds, structured products, fixed interest and Hybrids. Increase technical knowledge base of other St George Private Bank advisers.Key achievementsJoint No 1 writer of structured product business with UBS (PEP) 2003/2004 .New financial planning business of approximately $20m (not including PEP debt).Speaking engagements for UBS re strategy and structure and appropriate use of PEP style products. No audit infringements.
  • Anz
    National Technical Manager
    Anz Nov 1998 - Mar 2003
    Sydney
    Responsibilities included (jointly with colleague);To deliver high quality financial planning strategy / structure and planning product technical support to ANZFM financial planners as well as the external advisory market, by being an acknowledged specialist in superannuation, investment, corporate structures and taxation within ANZFM matters related to financial planning . Creation and maintenance of the technical service library for ANZFM financial plannersManagement, training and support of the ANZFM paraplanning teamPreparation and delivery of periodical technical publications to improve / support ANZFM financial planners Preparation and delivery of six monthly national road shows to all ANZFM financial planners Support ANZFM marketing re sales promotionsKey achievementsRanked No 1 technical services team four years running (Assirt).ANZ record new business FUM for several key technical initiatives, including “Leave Work Early” & “Use it or lose it”.FPA conference speakerLobbied BRP rules changes under SISA (40% to 100%)Integratec writer, presenter and technical panel member.Contributor to several finance journals, including BRW, Money Management, Financial Review SIA Graduate Diploma Lecturer.
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  • Am Corporation
    Technical Manager & Head Of Smsf Team
    Am Corporation Nov 1994 - Nov 1998
    Sydney
    Responsibilities included;Provision of technical advice / support / strategy to various financial planners aligned with all major dealer groups, including Count, RetireInvest, Financial Wisdom, Lonsdale, PIS. Advice on a myriad of topics relating to SIS legislation, investment restrictions, taxation analysis / planning (i.e. tax minimisation), DSS support.Develop and deliver national technical road shows to the IFA market on current and topical issues, to enhance their skill set and allow greater new business levels and to further promote AM’s speciality. SMSF services, including trust deed implementation and/or deed review / amendment, financial accounting for SMSF, pension, RBL, ETP consulting - the full SMSF services suite.Management of the DIY team and related daily activities. Key achievementsNo1 technical services team in industry 2yrs running (Assirt).Acknowledged SMSF specialist by financial planning peers.
  • Austrust Limited
    Senior Portfolio Consultant
    Austrust Limited Oct 1993 - Nov 1994
    Sydney
    Responsibilities included;The implementation and administration of single and multi member;Personal Approved Deposit FundsPersonal Superannuation FundsPersonal Allocated Pension FundsPersonal Allocated Annuity Funds Personal Investment accounts (non super)Personal Management AccountsPreparation and calculation of Min/Max pension payments, UPP & DA components, ETP components on withdrawals.Monitor client cash flowsProvide technical advice / support to clients and their accountantsPreparation of quarterly and annual investment reportsPreparation of year end accounts for accountant sign-offPreparation and lodgement of annual ISC returnsPlacement of investment orders, including equities, managed funds, money marketTrustee administration of investment properties in respective client portfolios Key achievements$20 million in new business in one month post 1994 allocated pension changes
  • Macquarie Bank
    Senior Padf Consultant
    Macquarie Bank Mar 1990 - Sep 1993
    Sydney
    Responsibilities included;Administration of Personal ADFs for high net worth clients. Analyse fixed interest, equity and property assets.Various other administrative tasks including;Management of corporate actionsIncome tax reconciliationsRBL, ETP calculationsOngoing investment queriesInduction trainer for PADF teamRelief PADF team supervisorAuthorise / sign-off daily work flowsManage accounting temp staff
  • Permanent Trustee Co Limited
    Senior Trust Administrator
    Permanent Trustee Co Limited Apr 1986 - Feb 1990
    Sydney
    Responsibilities includedUnit trust administrationFixed interest, money market, equity ,FX, property and mortgage settlementsAustraclear settlementsBank / portfolio reconciliations Key achievementsFirst Austraclear user in AustraliaAdministrative establishment of what is today the MLC group of managed fundsSole employee (as trustee) of the Wales Resources Fund
  • Wentworth Chambers
    Barristers Clerk,
    Wentworth Chambers Feb 1985 - Mar 1986
    7Th Floor Wentworth Chambers, Sydney
    Responsibilities included;Assigning briefs to specific barristers with specific and related skills.Manage barristers court appointments.Maintenance of floor equipment i.e. stationary.Maintenance of floor beverage supplies i.e. tea/coffee, biscuits, fruit. Maintenance of petty cash position.Key achievementsAssisting several leading Australian barristers, namely Murray Gleeson, Ruth McColl, Lawrence Street & Sandy Street and Keith Cole.

Mark Causer Skills

Investments Strategic Financial Planning Wealth Wealth Management Portfolio Management Mutual Funds Superannuation Private Banking Financial Services Financial Advisory Insurance Financial Planners Succession Planning Equities Banking Strategy Estate Planning Investment Management Risk Management High Net Worth Individuals Pensions Finance Wealth Accumulation Structured Products Mortgage Lending Retirement Asset Management Funding Investment Strategies Income Protection Financial Planning

Mark Causer Education Details

  • Corrimal
    Corrimal
    Hsc
  • Corrimal
    Corrimal

Frequently Asked Questions about Mark Causer

What company does Mark Causer work for?

Mark Causer works for Efs Wealth

What is Mark Causer's role at the current company?

Mark Causer's current role is Wealth Adviser.

What is Mark Causer's email address?

Mark Causer's email address is ca****@****ail.com

What schools did Mark Causer attend?

Mark Causer attended Corrimal, Corrimal.

What skills is Mark Causer known for?

Mark Causer has skills like Investments, Strategic Financial Planning, Wealth, Wealth Management, Portfolio Management, Mutual Funds, Superannuation, Private Banking, Financial Services, Financial Advisory, Insurance, Financial Planners.

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