B App Sci (Maths), Dip FP, CFP
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Mark is recognised as a Certified Financial Planner. He has completed a Bachelor of applied mathematics and in addition to completing a Diploma of Financial Planning. He has worked in the finance industry for almost three decades and during that time has encountered a variety of issues. This provides Mark with a wealth of experience from which he can draw upon to help clients achieve their financial goals
Mark’s areas of interest and expertise include Centrelink and Estate Planning. “I started my working life as a computer programmer,” says Mark. “I needed a change though and financial planning provided me with the opportunity to work in a more meaningful way to help people achieve their goals."
Helping retirees make the most of their superannuation and Centrelink entitlements is important to me. I get a great deal of satisfaction from helping them understand and make the most of their options.
When Mark is not helping his clients, you might find him on the tennis court, reading a good book or pursuing his interest in stamp collecting.