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.
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Director And Principal Financial AdvisorArrowroad Financial Planning Jan 2021 - PresentMelbourne, Victoria, AustraliaYour journey to financial freedom starts here! Offering personalized financial solutions and empowering you to achieve your financial aspirations. -
Senior Financial PlannerPeople'S Choice Credit Union May 2013 - Dec 2020Melbourne, AustraliaProviding strategic financial advice covering investing, super, protection, and retirement. Committed to building sustainable long-term relationships and nurturing client satisfaction. -
Product And ResearchIress 2011 - May 2013Melbourne, Victoria, AustraliaInvolved in product and research development for Xplan. -
Financial PlannerWestpac 2006 - 2011Adelaide And MelbourneRetail branch-based Financial Planner achieving above-target revenue and building enduring client relationships. -
Customer Relations ConsultantBt Financial Group 2004 - 2006Maintaining relationship with Financial Planning groups.
Mark Opie Education Details
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Pines LearningHealth Services/Allied Health/Health Sciences, General -
Health Institute AustralasiaYoga Teacher Training/Yoga Therapy -
FinsiaFinancial Planning -
Business/Commerce, General -
Financial Planning Association Of Australia LtdCfp® -
Aged Care StepsAccredited Aged Care Professional -
Accredited -
Accredited -
Accredited -
FaseaAccredited -
Health Institute Of AustralasiaYoga Teacher Training/Yoga Therapy
Frequently Asked Questions about Mark Opie
What company does Mark Opie work for?
Mark Opie works for Arrowroad Financial Planning
What is Mark Opie's role at the current company?
Mark Opie's current role is Innovations for a Balanced Life.
What schools did Mark Opie attend?
Mark Opie attended Pines Learning, Health Institute Australasia, Finsia, University Of South Australia, Financial Planning Association Of Australia Ltd, Aged Care Steps, Kaplan Australia, Kaplan Australia, Kaplan Australia, Fasea, Health Institute Of Australasia.
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Mark Opie OPIE
Australia
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