Mark Plummer Email and Phone Number
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I help residents of Australia transfer their UK company or personal pension to Australia which may save tax, eliminate or mitigate exchange rate issues and ensure they pass the balance of their pension find to whomever they want.I am a qualified financial planner with UK and Australian qualifications. I can give you impartial advice and help you to understand all aspects of the process including what options make the most sense for you, if you should use your SMSF to establish a ROPS or if some other route would suit you better.
Forth Capital
View- Website:
- forthcapital.com
- Employees:
- 23
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Head Of AustralaiaForth Capital (Australia) Oct 2018 - PresentSydney, AustraliaForth Capital provides international financial planning, wealth management and pension solutions to clients in more than 50 countries worldwide. Combining its global reach with local expertise, Forth Capital is licensed and regulated in the UK, Switzerland, the EU, Hong Kong, the US and Australia.Winners at the 2022 International Advisor Best Practice Awards, shortlisted for this year's International Investor Excellence in Advisory Best Practice Award, and rated ‘Excellent’ by its clients on Trustpilot, Forth Capital's dual-qualified advisors have been helping our clients secure their financial freedom for two decades, providing continuity of advice and making the complex simple for expats, wherever they are in the world, and wherever they choose to go next.To find out more, go to www.forthcapital.com
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Regional Branch ManagerForth Capital Jul 2016 - PresentHong KongForth Capital provides international financial planning, wealth management and pension solutions to clients in more than 50 countries worldwide. Combining its global reach with local expertise, Forth Capital is licensed and regulated in the UK, Switzerland, the EU, Hong Kong, the US and Australia.Winners at the 2022 International Advisor Best Practice Awards, shortlisted for this year's International Investor Excellence in Advisory Best Practice Award, and rated ‘Excellent’ by its clients on Trustpilot, Forth Capital's dual-qualified advisors have been helping our clients secure their financial freedom for two decades, providing continuity of advice and making the complex simple for expats, wherever they are in the world, and wherever they choose to go next.To find out more, go to www.forthcapital.com
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Retirement Planning Specialist - Private Wealth SolutionsAcuma Hong Kong Nov 2013 - Jul 2016Hong KongAcuma is a Hong Kong based financial advisory with over USD10 billion of client money invested.I provide my clients with complete, bespoke investment solutions that are tailored to fit their present and future needs and goals. I help my clients with all aspects of their finances and implement a sound, workable strategy that will deliver financial security for them and their families in an ever-changing world.As Wealth Manager in the Private Wealth Solutions division, I can help you to make informed choices about your pension plans, investments and financial planning needs. -
Investment & Retirement Planning AdvisorWww.Investoffshoredirect.Com Feb 2002 - Dec 2013Philippineswww.investoffshoredirect.com is an investment website offering online discounted financial products and offering direct access to funds. The site offers financial products to those already knowledgable about investment. As Managing Director, managed my clients portfolios remotely via electronic means, maximising my ability to deliver by being located in one place for the majority of the time. This gave me the opportunity to develop an internet based 'experienced investor' execution-only investment service.
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Senior Wealth ManagerRichmond Asset Management Aug 2013 - Nov 2013Hong KongRichmond Asset Management Ltd is a registered Investment Advisory company in Hong Kong under the authorisation of the Hong Kong Securities and Futures Commission and the Hong Kong Confederation of Insurance Brokers. As Senior Wealth Manager, I worked with my clients to help them achieve their financial & investment goals.
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DirectorSimmonds (International) Financial Associates Ltd 2001 - Jul 2008Hong KongSimmonds Financial was established to specialise in providing Asia based expatriates with fee-based advice and solutions.As Director, I was a shareholder in the business. I managed a portfolio of 150 clients with a value of HKD12m under managment.
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Financial AdvisorMba Berkeley Burke 2000 - 2001Hong KongBerkeley Burke merged with MBA, another Hong Kong based financial advisory to create a new company. My role and clients remained largely unchanged as a result of the merger. This new business was quickly taken over by Inter-Alliance, another UK based financial advisory.
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Financial ConsultantBerkeley Burke 1997 - 2000Hong KongBerkeley Burke is a UK financial advisory offering employee benefit solutions. The companies clients include Cathay Pacific and Shangri-La hotels to name a few. During my time here, I Increased my client base and assets by over 60%, working with clients around the Asia region, predominately within the hotel management profession in Asia with a focus on Thailand, Cambodia, Vietnam and the Philippines.
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Technical DirectorCrown Asset Management Sep 1994 - 1997Hong KongCrown Asset Managment were a Hong Kong based financial advisory. As Technical Director, I advised my expatriate clients on investing surplus income with an emphasis on tax mitigation and asset protection as well as offering financial product support services and advice to the rest of the sales team of 8.
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Associate PartnerJ Rothschild Partnership 1993 - 1994Solihull, West MidlandsJ Rothschild Partnership (now known as St James Place Plc) is the UK's leading provider of personal financial services. While working here, I sold unit-linked life, protection and investment products.
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Financial ConsultantGerard St.James 1992 - 1993Johannesburg Area, South AfricaI was headhunted to establish a network of Financial Planners based in South Africa to market an offshore investment service to their clients.
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Sales ManagerManchester Unity Assurance 1991 - 1992Birmingham, United KingdomManchester Unity Assurance (now more commonly known as The Independent Order of The Oddfellows). While here I built a sales team of 6 agents promoting the companies products.
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Mortgage BrokerSwinton The Estate Agents 1990 - 1991Birmingham, United KingdomSwinton was a franchised estate agency. The business offered fee free property sales in exchange for being appointed mortgage broker for the clients following property transaction. While here, I arranged mortgages for individual clients.
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Regional DirectorThe Burns Anderson Independent Network Plc 1989 - 1990The Burns Anderson Independent Network PLC was a network of financial advisors. I was head-hunted to recruit IFA member firms to join our network of advisors seeking to remain independent post-polarisation in UK. Sir John Harvey-Jones, ex Chairman of ICI was our Chairman.
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Broker ConsultantPremium Life 1984 - 1989Haywards Heath And Then BirminghamPremium Life was a unit-linked life insurance company.I was recruited as thier Broker Support Manager and quickly progressed to Broker Consultant and then Regional Manager generating unit-linked life business from IFA firms throughout the Midlands of the UK stretching coast to coast from Wales to Norfolk, north to Nottingham, south to Oxford. During my time there I was their top performing sales team member.
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Pensions AdministratorNel Pensions Aug 1978 - Jul 1984Dorking, SurreyNEL Pensions was an employee benefits company. The company was the pioneer of income protection insurance in the UK. I focused on administration and rules documentation of S.226 Self-Employed and Executive Pension Plan products.
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Contracts ClerkSimon & Coates Jul 1977 - Aug 1978London Ec1Simon & Coates were a UK based stock broker.I was responsible for processing orders from the trading floor of the London Stock Exchange. I transferred paper trades to punch cards (who remembers that) which were then processed to printed contract notes.
Mark Plummer Skills
Mark Plummer Education Details
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Self Managed Superannuation Funds -
Financial Planning And Services
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Brooklands Technical CollegeHotel/Motel Administration/Management -
Ottershaw Boarding SchoolGcse'S
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Howard Of Effingham
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St. Lawrence Primary School, Effingham, SurreyPrimary
Frequently Asked Questions about Mark Plummer
What company does Mark Plummer work for?
Mark Plummer works for Forth Capital
What is Mark Plummer's role at the current company?
Mark Plummer's current role is Financial Planning l Wealth Management l Pension Solutions.
What is Mark Plummer's email address?
Mark Plummer's email address is in****@****ect.com
What is Mark Plummer's direct phone number?
Mark Plummer's direct phone number is +412231*****
What schools did Mark Plummer attend?
Mark Plummer attended Kaplan Professional, Kaplan Professional, Brooklands Technical College, Ottershaw Boarding School, Howard Of Effingham, St. Lawrence Primary School, Effingham, Surrey.
What are some of Mark Plummer's interests?
Mark Plummer has interest in Motorcycling, Social Services, Children, Poverty Alleviation, Harley Davidson Motorbikes.
What skills is Mark Plummer known for?
Mark Plummer has skills like Investments, Asset Management, Wealth Management, Investment Advisory, Portfolio Management, Financial Services, Financial Advisory, Mutual Funds, Alternative Investments, Pensions, Finance, Retirement Planning.
Who are Mark Plummer's colleagues?
Mark Plummer's colleagues are Tom T., Thomas James Williams, Nakisha Aubeeluck, Lauren Dean, Dylan Posey 🔴🔵/🟡🟢, Visa Mun.
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Mark Plummer
Independent Peoplesoft Project Manager /Functional / Technical / Infrastructure ConsultantGreater Melbourne Area3gmail.com, tjx.com, anz.com -
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