Mark Geldens personal email
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Mark Geldens phone numbers
I am a Consultant and Senior Advisor at Park Lane Geldens Wealth I specialise in high level strategic superannuation and investment advice, options and management, Estate Planning strategies, advising on separation and divorce as they relate to superannuation, pension and retirement.In addition, other accounting and financial services firms utilise my expertise as a consultant to their clients and I have established and grown financial and superannuation advisory divisions in my previous Chartered Accounting Partnerships. With the ability and experience to drive success in process, people and value-add across businesses, teams and individuals I have made a difference to many. I work very closely with and communicate regularly with all my clients and have developed strong relationships with them and their teams/associates over many years that still stand today. In recommending and managing their investments, I meet with each client quarterly to discuss strategy, structure and performance of their portfolios.We have developed strong relationships with our wide networks that also provide wide raging opportunities for our clients.A member of the Institute of Chartered Accountants Australia New Zealand, the Financial Advice Association of Australia (FAAA) and the Self Managed Superannuation Funds Association (SMSFA). I am a licensed financial advisor and manage all my clients investment portfolios both in and outside of super. My career achievements demonstrate a broad mix of experience gained within the Accounting profession including building and developing a large business services practice, establishing and developing superannuation, estate planning and financial services divisions and working with a very broad range of clients and businesses and assisted in their growth, development and success.I am an Authorised Representative of Madison Financial Group Pty Ltd – AFSL 246679.
Park Lane Geldens Wealth
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Consultant Senior Advisor At Park Lane Geldens WealthPark Lane Geldens Wealth Jul 2023 - PresentAustralia
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DirectorSherlock Geldens Financial Consulting Pty Limited May 2012 - Dec 2023Head Financial and Superannuation Consultant at Sherlock Geldens Financial Consulting.A specialist in all forms of Superannuation Strategy but particularly SMSFs.I am a consultant to not only my and my groups clients but also to other Financial and Accounting Firms
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PrincipalLawler Partners May 2009 - Apr 2012Business Unit Leader Superannuation and Financial Services Director.Established and developed a Superannuation consulting and Financial Services division for the practice -
Principal - Team Leader Supernnuation DivisionWhk Horwath Sydney Sep 2005 - Feb 2009Div Leader Super. Responsible for the overall performance of the division, all compliance requirements including those of the ATO, ASIC and the group’s AFSL, high level pre and post ret and Estate Planning strategies for both super and non super clients I have the ability and experience to drive success in process, people and value-add across businesses and teams to make a difference. I am a member of the ICAA, the FPA, SPAA and the SMSF Strategies Group and a licensed fin advisor. My career achievements demonstrate a broad mix of experience gained within the Actg profession incl blg and dev a large bus serv practice, est and dev super, estate planning and fin serv divisions. I have worked with a very broad range of clients and businesses and assisted in their growth, development and success.I am a genuine value creator with excellent communication & people skills. I have a wealth of experience in the profession having worked in public practice for over 25 years.
Mark Geldens Skills
Mark Geldens Education Details
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Accounting -
St Leos CollegeHsc
Frequently Asked Questions about Mark Geldens
What company does Mark Geldens work for?
Mark Geldens works for Park Lane Geldens Wealth
What is Mark Geldens's role at the current company?
Mark Geldens's current role is Consultant and Senior Advisor at Park Lane Geldens Wealth.
What is Mark Geldens's email address?
Mark Geldens's email address is ma****@****ail.com
What is Mark Geldens's direct phone number?
Mark Geldens's direct phone number is +614104*****
What schools did Mark Geldens attend?
Mark Geldens attended University Of Technology Sydney, St Leos College.
What are some of Mark Geldens's interests?
Mark Geldens has interest in My Partner And Our Children, Rugby And All Sports Generally, Travelling, Horse Racing, Golf.
What skills is Mark Geldens known for?
Mark Geldens has skills like Superannuation, Estate Planning, Financial Advice, Financial Planning, Retirement, Wealth, Structuring, Wealth Management, Investments, Strategic Financial Planning, Smsf, Financial Advisory.
Not the Mark Geldens you were looking for?
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Mark Geldens
Greater Sydney Area -
1whkgreenwoods.com.au
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1syd.whkhorwath.com.au
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