Mark Perry Email & Phone Number

PHAROS Financial Group was established to provide seed or venture funding for new business initiatives or to support the growth and expansion of existing business partners. With an orientation towards financial services, the group’s main interests are in product and service initiatives that have the capacity to deliver differentiated and desired solutions for financial advisors and their clients.PHAROS’ investor base is comprised of practising financial advisors and experienced managers. Our investor’s commitment to the Group extends beyond the financial, with each having undertaken to contribute their time, skills, knowledge, creativity and networking to each of the ventures the business commits to. It is the leveraging of these resources which gives the group its strength. PHAROS itself is a private equity-type entity that was established to evaluate, govern and hold the Group’s equity positions in both its core and peripheral businesses.The Group has held a range of business interests, or typically having created start up businesses that provide innovative and differentiated solutions in the areas of: - financial planning governance, Authorised Representative licencing and management, practice support by way of a 100 strong Authorised Representative AFSL that was recently sold; - dealer to dealer services including asset consultancy, APL, commission management;- managed accounts (IMA, MDA, SMA delivered via a UMA platform which was recently sold);- AFSL and Authorised Representative compliance management; product and investment research (delivered via the Accordance business); - SMSF admin (a business sold to AMP);- cash and term deposit online brokerage (delivered via the Australian Money Market solution);- practice growth and succession partnering (Alliance Equity Partners).

Listed skills include Financial Services, Wealth Management, Strategic Financial Planning, Financial Advisory, and 29 others.