Mark Gibbs

Mark Gibbs Email and Phone Number

Principal Consultant at Cerulean Wealth Advisers @ Cerulean Private Wealth Advisors
indianapolis, indiana, united states
Mark Gibbs's Location
Malvern, Victoria, Australia, Australia
Mark Gibbs's Contact Details

Mark Gibbs personal email

n/a
About Mark Gibbs

“It’s not just about the money it’s about what makes life worth living”Thank you for viewing my profile.I firmly believe that money is a vehicle for doing the things that make life worth living. After all, life is so much more enjoyable if you don’t have to worry about money. I have learnt the key to living a fulfilled life is to take control of your cash so that it doesn’t control you. It’s about understanding your needs and desires and getting your money to work for you - so that your happiness isn’t at the mercy of your paycheck. I’ve been dispensing the same philosophy for three decades: 1. Work out what is really important to you 2. Get finance smart 3. Stay ahead of the game Then you can live life on your terms. I am keen to connect and keep in touch. Specialties: Dental and Medical Professionals, Legal Professionals, Executives & Small Business Owners

Mark Gibbs's Current Company Details
Cerulean Private Wealth Advisors

Cerulean Private Wealth Advisors

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Principal Consultant at Cerulean Wealth Advisers
indianapolis, indiana, united states
Website:
ceruleanpwa.com
Employees:
2
Mark Gibbs Work Experience Details
  • Cerulean Private Wealth Advisors
    Owner
    Cerulean Private Wealth Advisors Nov 2019 - Present
    1/148 Glenferrie Road, Malvern Victoria 3144
    I started my career in financial services over 30 years ago. After holding down a number of senior roles in corporate financial institutions and the private advice sector, I knew I was ready for more. It was time to take the plunge and build a fee based business with the sole purpose of empowering people to help seize financial control and freedom so they could live their lives on their terms. So, in 2003 I established Godfrey Pembroke Kew which later changed name to Cerulean Wealth Advisers.We know that the right advice is an investment in your happiness. Life is unpredictable, but making decisions about it shouldn't be. Knowing the right financial moves that get you focused on living a life that matters - without regret, is why we do what we do every day. It’s our purpose, our mission and our passion. To make it happen, I completed a Masters of Management (Financial Planning), Graduate Diploma in Marketing and an Advanced Diploma of Financial Services (Financial Planning). It’s always a compliment when I get asked to provide financial commentary in the media and to present at various professional conferences on topics that I feel make a difference in peoples lives. Mark holds a Masters of Management (Financial Planning), Graduate Diploma in Marketing, Advanced Diploma of Financial Services (Financial Planning) and has been recognized with a Quality Advice Accreditation by Godfrey Pembroke.Within the industry Mark is known for his stance in providing true fee-based financial advice and services whilst rejecting any form of commissions. He has also been interviewed for several articles in the media and has presented at Professional Development conferences on this topic and others.
  • Godfrey Pembroke
    Company Owner
    Godfrey Pembroke Oct 2003 - Nov 2019
    Kew, Victoria, Australia
  • Mlc
    Practice Development Manager
    Mlc 1999 - 2003
  • National Australia Financial Management
    Business Development Manager
    National Australia Financial Management 1996 - 1999

Mark Gibbs Skills

Financial Advisory Strategic Financial Planning Financial Services Wealth Management Retirement Planning Investment Strategies Wealth Superannuation Investments Finance Small Business Financial Planning Portfolio Management Retirement Income Protection Investment Advisory Estate Planning Business Development Pensions Financial Planners Insurance Business Planning Wealth Accumulation Pension Funds Financial Advice Succession Planning Risk Management Asset Management Financial Risk Asset Allocation Strategy Life Insurance Investment Management

Mark Gibbs Education Details

Frequently Asked Questions about Mark Gibbs

What company does Mark Gibbs work for?

Mark Gibbs works for Cerulean Private Wealth Advisors

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

Mark Gibbs's current role is Principal Consultant at Cerulean Wealth Advisers.

What is Mark Gibbs's email address?

Mark Gibbs's email address is ma****@****.com.au

What schools did Mark Gibbs attend?

Mark Gibbs attended Rmit University, University Of Southern Queensland.

What skills is Mark Gibbs known for?

Mark Gibbs has skills like Financial Advisory, Strategic Financial Planning, Financial Services, Wealth Management, Retirement Planning, Investment Strategies, Wealth, Superannuation, Investments, Finance, Small Business, Financial Planning.

Who are Mark Gibbs's colleagues?

Mark Gibbs's colleagues are Mike Myers, Cpwa®.

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