- Bachelor of Commerce
- FPA - Financial Planning Association
- CA - Chartered Accountants Australia and New Zealand
- CFP®- Certified Financial Planner (FPA)
- CA - Financial Planning Specialist
Having a background as a Chartered Accountant has given me a very strong sense of the importance of understanding finances and cash flow. With over 20 years of experience as an adviser it is important to me to help my clients make sense of their own finances so they can make informed and intelligent decisions around savings and investments. We are all looking for some form of financial freedom and if I can help my clients achieve that then I have made a positive impact on their lives.
Mark's ideas of Financial Freedom
Having the resources to enable me to spend quality time with my wife, family and friends