Mark Geldens

Mark Geldens Email and Phone Number

Consultant and Senior Advisor at Park Lane Geldens Wealth @
Mark Geldens's Location
Greater Sydney Area, Australia
Mark Geldens's Contact Details

Mark Geldens personal email

Mark Geldens phone numbers

About Mark Geldens

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.

Mark Geldens's Current Company Details
Park Lane Geldens Wealth

Park Lane Geldens Wealth

Consultant and Senior Advisor at Park Lane Geldens Wealth
Mark Geldens Work Experience Details
  • Park Lane Geldens Wealth
    Consultant Senior Advisor At Park Lane Geldens Wealth
    Park Lane Geldens Wealth Jul 2023 - Present
    Australia
  • Sherlock Geldens Financial Consulting Pty Limited
    Director
    Sherlock Geldens Financial Consulting Pty Limited May 2012 - Dec 2023
    Head 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
  • Lawler Partners
    Principal
    Lawler Partners May 2009 - Apr 2012
    Business Unit Leader Superannuation and Financial Services Director.Established and developed a Superannuation consulting and Financial Services division for the practice
  • Whk Horwath Sydney
    Principal - Team Leader Supernnuation Division
    Whk Horwath Sydney Sep 2005 - Feb 2009
    Div 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

Superannuation Estate Planning Financial Advice Financial Planning Retirement Wealth Structuring Wealth Management Investments Strategic Financial Planning Smsf Financial Advisory Small Business Pensions Tax Tax Advisory Finance Financial Services Succession Planning Accounting Personal Finance Funding Cash Flow Tax Law Income Tax Accountants Business Advisory High Net Worth Individuals Myob Corporate Tax Business Valuation Financial Planners Gst Tax Returns Tax Accounting Cash Flow Forecasting International Tax Restructuring Managerial Finance Trusts Management Accounting External Audit Receiverships Liquidation Financial Accounting Income Protection Tax Preparation Debt Restructuring Wealth Accumulation Estate Tax Planning

Mark Geldens Education Details

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.

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