Mark E. Email & Phone Number

Financial planning is a long term relationship that involves levels of communication (visual, written, spoken and emotional). Who do you know that has an in-depth understanding of your wants, goals, aspirations, dreams, family and financial situation? Mark has been involved in the financial services industry since 2001 and has worked with large national corporates to boutique planning groups. Mark has completed a Bachelor of Commerce (with a double major in Finance and Property), Diploma of Financial Planning, Diploma of Business and is a Certified Financial Planner (CFP). Mark is also a member of the Financial Planning Association (FPA).Mark has worked with clients through many challenging and life changing events such as the market lows of the GFC, marriage, retirement, redundancy, fantastic overseas holidays and hearing about the joys of clients becoming parents / grandparents.Mark is committed to the improvement of his client’s financial situation through analysing their total position and putting them on a path to success. He accomplishes this via getting to really know his clients, and over time a working relationship turns into friendship and trust.