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Mark King Email & Phone Number
Director and Principal Adviser
at
NeoWealth Management
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✓ Verified Jun 2026
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Profile completeness 100%
Current company
Role
Director and Principal Adviser
Location
Hawthorn, Victoria, Australia
Company size
Who is Mark King? Overview
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Quick answer
Mark King is listed as Director and Principal Adviser at NeoWealth Management, a company with 6 employees, based in Hawthorn, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Mark King.
Mark King previously worked as Director & Principal Adviser at Neowealth Management and Private Wealth Manager at Anz. Mark King holds Cfp Certification Program from The Financial Planning Association.
Company email context
Email format at NeoWealth Management
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NeoWealth Management
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Profile bio
About Mark King
Mark King is a Director and Principal Adviser at NeoWealth Management. He possess expertise in superannuation, investment advisory, retirement planning, retirement, wealth management and 21 more skills.
Listed skills include Superannuation, Investment Advisory, Retirement Planning, Retirement, and 22 others.
Current workplace
Mark King's current company
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Neowealth Management
6 roles
Mark King work experience
A career timeline built from the work history available for this profile.
Director & Principal Adviser
Current
Neowealth Management
NeoWealth Management is a boutique, privately owned financial planning practice that assists clients to unravel complexities, evaluate choices, and establish plans that lead to better financial outcomes. My decision to establish NeoWealth Management was driven by a desire to apply my expertise and knowledge within an advisory framework that surpasses.
Jan 2015 - Present
Private Wealth Manager
This role, situated in the specialist advisory team, focused on providing insightful financial and investment advice to ANZ’s high net worth clientele. Responsibilities included:» Meeting with prospective clients to determine their advice requirements and engagement preferences. » Providing full, and scoped advice, across a range of strategies involving.
Feb 2013 - Jan 2015
Senior Financial Planner
As a member of the senior leadership team, I was responsible for providing end-to-end financial and investment advice to a wide cross section of clients including first home owners, young professionals, small business owners, and pre & post retirees. Accountabilities included:» Holding introductory meetings with prospective clients to identify their needs.
Aug 2010 - Feb 2013
Senior Financial Adviser
Dixon Advisory
As a key member of the advisory team in Melbourne, this role incorporated the provision of quality strategic advice to individuals seeking to strengthen their financial position. Accountabilities included:» Providing personalised advice to clients across a range of federal and state based defined benefit superannuation schemes including the CSS, PSS, and.
Oct 2007 - Mar 2010
Change Management Consultant
In this role I was responsible for supporting and delivering work across the Change Enablement workstream with a particular focus on communications, workforce transition and learning and performance support. Accountabilities included:» Developing detailed business impact statements. » Undertaking workforce assessments to identify and assess existing.
Mar 2006 - Oct 2007
3 education records
Mark King education
Cfp Certification Program
The Financial Planning Association
Graduate Diploma Of Financial Planning
Finsia
Bachelor Of Business, Management
FAQ
Frequently asked questions about Mark King
Quick answers generated from the profile data available on this page.
What company does Mark King work for?
Mark King works for NeoWealth Management.
What is Mark King's role at NeoWealth Management?
Mark King is listed as Director and Principal Adviser at NeoWealth Management.
Where is Mark King based?
Mark King is based in Hawthorn, Victoria, Australia while working with NeoWealth Management.
What companies has Mark King worked for?
Mark King has worked for Neowealth Management, Anz, Kearney Group, Dixon Advisory, and Accenture.
How can I contact Mark King?
You can use AeroLeads to view verified contact signals for Mark King at NeoWealth Management, including work email, phone, and LinkedIn data when available.
What schools did Mark King attend?
Mark King holds Cfp Certification Program from The Financial Planning Association.
What skills is Mark King known for?
Mark King is listed with skills including Superannuation, Investment Advisory, Retirement Planning, Retirement, Wealth Management, Pensions, Estate Planning, and Strategic Financial Planning.
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