Wealth Adviser
Current
Efs Wealth
Mar 2022 - Present
AeroLeads people directory · profile
Mark Causer Email & Phone Number
Wealth Adviser
at
EFS Wealth
1 work email found
@financialkeys.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
EFS Wealth
Role
Wealth Adviser
Location
Greater Sydney Area, Australia, Australia
Who is Mark Causer? Overview
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Quick answer
Mark Causer is listed as Wealth Adviser at EFS Wealth, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at financialkeys.com.au and a matched LinkedIn profile for Mark Causer.
Mark Causer previously worked as Principal & Adviser at Financial Keys Pty Ltd and Strategic Adviser at Westpac Private Bank. Mark Causer holds Hsc from Corrimal.
Company email context
Email format at EFS Wealth
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{first_initial}{last}@financialkeys.com.au
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Profile bio
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.
Listed skills include Investments, Strategic Financial Planning, Wealth, Wealth Management, and 27 others.
Current workplace
Mark Causer's current company
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Efs Wealth
12 roles
Mark Causer work experience
A career timeline built from the work history available for this profile.
Principal & Adviser
Financial Keys Pty Ltd
Sep 2011 - Mar 2022
Strategic Adviser
Westpac Private Bank
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.
Jul 2010 - Sep 2011
Senior Adviser
Perspective Group
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.
Feb 2009 - Aug 2010
Senior Financial Adviser - Cba Private Bank
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.
May 2004 - Feb 2009
Financial Adviser
St George Private Bank
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.
Apr 2003 - May 2004
National Technical Manager
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.
Nov 1998 - Mar 2003
Technical Manager & Head Of Smsf Team
Am Corporation
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.
Nov 1994 - Nov 1998
Senior Portfolio Consultant
Austrust Limited
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.
Oct 1993 - Nov 1994
Senior Padf Consultant
Macquarie Bank
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 /.
Mar 1990 - Sep 1993
Senior Trust Administrator
Permanent Trustee Co Limited
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.
Apr 1986 - Feb 1990
Barristers Clerk,
Wentworth Chambers
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.
Feb 1985 - Mar 1986
2 education records
Mark Causer education
Hsc
Corrimal
Education record
Corrimal
FAQ
Frequently asked questions about Mark Causer
Quick answers generated from the profile data available on this page.
What company does Mark Causer work for?
Mark Causer works for EFS Wealth.
What is Mark Causer's role at EFS Wealth?
Mark Causer is listed as Wealth Adviser at EFS Wealth.
What is Mark Causer's email address?
AeroLeads has found 1 work email signal at @financialkeys.com.au for Mark Causer at EFS Wealth.
Where is Mark Causer based?
Mark Causer is based in Greater Sydney Area, Australia, Australia while working with EFS Wealth.
What companies has Mark Causer worked for?
Mark Causer has worked for Efs Wealth, Financial Keys Pty Ltd, Westpac Private Bank, Perspective Group, and Commonwealth Bank Of Australia.
How can I contact Mark Causer?
You can use AeroLeads to view verified contact signals for Mark Causer at EFS Wealth, including work email, phone, and LinkedIn data when available.
What schools did Mark Causer attend?
Mark Causer holds Hsc from Corrimal.
What skills is Mark Causer known for?
Mark Causer is listed with skills including Investments, Strategic Financial Planning, Wealth, Wealth Management, Portfolio Management, Mutual Funds, Superannuation, and Private Banking.
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