Mark Opie
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Mark Opie Email & Phone Number

Director and Principal Financial Advisor at Arrowroad Financial Planning
Location: Greater Melbourne Area, Australia, Australia 5 work roles 11 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Role
Director and Principal Financial Advisor
Location
Greater Melbourne Area, Australia, Australia

Who is Mark Opie? Overview

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Quick answer

Mark Opie is listed as Director and Principal Financial Advisor at Arrowroad Financial Planning, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Mark Opie.

Mark Opie previously worked as Senior Financial Planner at People'S Choice Credit Union and Product and Research at Iress. Mark Opie holds Certificate Iii In Individual Support (Chc33021), Health Services/Allied Health/Health Sciences, General from Pines Learning.

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Email format at Arrowroad Financial Planning

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Arrowroad Financial Planning

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Profile bio

About Mark Opie

Beyond my commitment to financial planning, I'm deeply engaged in integrating holistic wellness practices into the broader conversation on financial well-being. Recognizing the interconnectedness of financial health with physical and mental well-being, I'm actively exploring how principles of yoga and mindfulness can complement and enhance financial advisory services. This holistic perspective is aimed at providing a more comprehensive approach to personal and financial growth, especially relevant in today's rapidly changing and often stressful economic environment.I'm also expanding my reach into community services, focusing particularly on the aged care sector and local government initiatives. These efforts are geared towards creating inclusive programs that address the diverse needs of our community, promoting wellness and financial literacy across all stages of life. My work in these areas is informed by a deep respect for diversity and a commitment to inclusivity, sustainability, and integrity—values that lie at the heart of Arrowroad Financial's mission.As the financial landscape evolves, so too does the need for innovative and adaptive strategies. My aim is to bridge the gap between traditional financial planning and the emerging demands of our community, ensuring that every individual has the opportunity to achieve both financial stability and personal fulfillment.In my role at Arrowroad Financial, I'm dedicated to guiding individuals toward financial security and empowerment. Our personalized approach ensures that every plan we craft is tailored to the unique goals and circumstances of our clients, covering all aspects from investment management to retirement planning.To all professionals in finance, aged care, and local governance, I look forward to collaborating and sharing insights that can foster both individual and collective well-being. Let's work together to create a future where financial empowerment and holistic wellness go hand in hand.

Current workplace

Mark Opie's current company

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Arrowroad Financial Planning
Arrowroad Financial Planning
Director and Principal Financial Advisor
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5 roles · 22 years

Mark Opie work experience

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Director And Principal Financial Advisor

Current

Melbourne, Victoria, Australia

Your journey to financial freedom starts here! Offering personalized financial solutions and empowering you to achieve your financial aspirations.

Jan 2021 - Present

Senior Financial Planner

Melbourne, Australia

Providing strategic financial advice covering investing, super, protection, and retirement. Committed to building sustainable long-term relationships and nurturing client satisfaction.

May 2013 - Dec 2020

Product And Research

Melbourne, Victoria, Australia

Involved in product and research development for Xplan.

2011 - May 2013

Financial Planner

Adelaide And Melbourne

Retail branch-based Financial Planner achieving above-target revenue and building enduring client relationships.

2006 - 2011 ~5 yrs

Customer Relations Consultant

Maintaining relationship with Financial Planning groups.

2004 - 2006 ~2 yrs
11 education records

Mark Opie education

Certificate Iii In Individual Support (Chc33021), Health Services/Allied Health/Health Sciences, General

Pines Learning

This course equips you with the skills to deliver compassionate, person-centered support to individuals who may require assistance due to.

Certificate Iv In Yoga 10885Nat, Yoga Teacher Training/Yoga Therapy

Health Institute Australasia

Approved by the Australian Skills Quality Authority (ASQA), this Diploma of Yoga Teaching is a 2-year journey that provides life education.

Graduate Diploma, Financial Planning

Finsia

Cfp®

Financial Planning Association Of Australia Ltd

Aged Care, Accredited Aged Care Professional

Aged Care Steps

Financial Planner Exam, Accredited

Fasea

Diploma Of Yoga Teaching 10886Nat, Yoga Teacher Training/Yoga Therapy

Health Institute Of Australasia

Approved by the Australian Skills Quality Authority (ASQA), this Diploma of Yoga Teaching presents comprehensive training in teaching the.

FAQ

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What company does Mark Opie work for?

Mark Opie works for Arrowroad Financial Planning.

What is Mark Opie's role at Arrowroad Financial Planning?

Mark Opie is listed as Director and Principal Financial Advisor at Arrowroad Financial Planning.

Where is Mark Opie based?

Mark Opie is based in Greater Melbourne Area, Australia, Australia while working with Arrowroad Financial Planning.

What companies has Mark Opie worked for?

Mark Opie has worked for Arrowroad Financial Planning, People'S Choice Credit Union, Iress, Westpac, and Bt Financial Group.

How can I contact Mark Opie?

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What schools did Mark Opie attend?

Mark Opie holds Certificate Iii In Individual Support (Chc33021), Health Services/Allied Health/Health Sciences, General from Pines Learning.

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