Mark Sheehan Cfp

Mark Sheehan Cfp Email and Phone Number

Owner/Financial Planner at Sheehan Financial @ Sheehan Financial
401 Angus Ln,
Mark Sheehan Cfp's Location
Nelson, Nelson, New Zealand, New Zealand
Mark Sheehan Cfp's Contact Details

Mark Sheehan Cfp work email

Mark Sheehan Cfp personal email

n/a
About Mark Sheehan Cfp

I run a nationwide financial planning firm from Nelson, providing goal focused, quality advice. The idea is that we help take care of things financial for people , so they can enjoy life now with an assured future.

Mark Sheehan Cfp's Current Company Details
Sheehan Financial

Sheehan Financial

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Owner/Financial Planner at Sheehan Financial
401 Angus Ln,
Website:
sheehan.financial
Employees:
2
Mark Sheehan Cfp Work Experience Details
  • Sheehan Financial
    Principal Financial Planner
    Sheehan Financial Jun 2008 - Present
    Nelson, Marlborough & Tasman, New Zealand
    Endeavour Financial has merged with Plus Four Financial Services as well as purchasing LD & EK Daines a Marlborough based financial advisory business and Vern Mardon Risk in Nelson in 2019We provide full range financial planning including investment, insurance, KiwiSaver and mortgage advice.I have 15 continuous years of financial advice through my own companies.
    View
  • Independent Financial Advisor Association
    Chair
    Independent Financial Advisor Association May 2019 - Present
    New Zealand
    Director at IFAA a nationwide Co-operative with 50 individual businesses and 75 advisors
  • Te Hoiere Ngati Kuia Asset Holding Company
    Independent Director
    Te Hoiere Ngati Kuia Asset Holding Company Sep 2022 - Present
    Te Tau Ihu
    Independent director for Te Hoiere Asset Holding Company of Ngati Kuia.
  • Fifeshire Foundation
    Board Trustee
    Fifeshire Foundation Sep 2022 - Present
    Nelson, New Zealand
    The Fifeshire Foundation is a charitable Trust to raise money locally to support local people in need. Since 1993 we help people in crisis, and to help people make longer term changes in their lives.
  • Ignite Advisors
    Investment Committee - Ignite Advisor Network
    Ignite Advisors Jul 2022 - Present
    New Zealand
    Investment committee providing advice and research on $1.5 billion of funds for the Ignite Advisor network
  • Tasman United
    Executive Chair
    Tasman United Oct 2015 - May 2018
    Nelson, Marlborough & Tasman, New Zealand
    Tasman based football franchise ISPS Handa National Premier League
  • Tasman Institute Of Financial Advisors
    Chair
    Tasman Institute Of Financial Advisors 2011 - Jun 2015
    Nelson Marlborough
    Providing professional standards and excellence in the field of financial services
  • Tourism Transport
    National Operations Manager
    Tourism Transport Sep 2005 - May 2007
    Auckland/Christchurch
  • Total Petrochemicals
    Area Business Manager
    Total Petrochemicals May 2003 - Sep 2005
    London, United Kingdom
    Responsible for area sales turnover of $125million p.a. and accountable for meeting revenue based targets within cost budgetsProviding leadership and direction for 100 staff and 10 managers.
    View
  • Tourism Transport
    Operations Manager Custom Transfers And Tours
    Tourism Transport Apr 2000 - Jan 2003
    Auckland

Mark Sheehan Cfp Skills

Investments Retirement Planning Strategic Financial Planning Financial Advisory Financial Services Insurance Risk Management Income Protection Investment Advisory Wealth Management Finance Wealth Superannuation Business Strategy Strategic Planning Business Planning Sales Management Personal Finance Relationship Management Portfolio Management New Business Development High Net Worth Individuals Certified Financial Planner Independent Financial Advice Business Development Retirement Savings Life Insurance Investment Management Coaching Asset Management Personal Financial Planning Wealth Management Services Managed Funds Financial Risk Health Insurance Mortgage Lending Pensions Retirement Investment Strategies Estate Planning Disability Insurance Asset Allocation Holistic Financial Planning Financial Planners Private Banking Asset Managment Bonds Financial Planning Football

Mark Sheehan Cfp Education Details

Frequently Asked Questions about Mark Sheehan Cfp

What company does Mark Sheehan Cfp work for?

Mark Sheehan Cfp works for Sheehan Financial

What is Mark Sheehan Cfp's role at the current company?

Mark Sheehan Cfp's current role is Owner/Financial Planner at Sheehan Financial.

What is Mark Sheehan Cfp's email address?

Mark Sheehan Cfp's email address is ma****@****m.co.nz

What schools did Mark Sheehan Cfp attend?

Mark Sheehan Cfp attended The University Of Auckland, Kelston Boys High School.

What are some of Mark Sheehan Cfp's interests?

Mark Sheehan Cfp has interest in Surfing, Football, Gym, Sports In General.

What skills is Mark Sheehan Cfp known for?

Mark Sheehan Cfp has skills like Investments, Retirement Planning, Strategic Financial Planning, Financial Advisory, Financial Services, Insurance, Risk Management, Income Protection, Investment Advisory, Wealth Management, Finance, Wealth.

Who are Mark Sheehan Cfp's colleagues?

Mark Sheehan Cfp's colleagues are J. David Sheehan.

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