Mark has been in the financial services industry for over 30 years and has been providing financial advice for over 16 years.
His philosophy is based on developing a good long term relationship with clients and providing sound advice and assistance when required. Mark is able to provide advice across a broad range of areas but specialises in the areas of:
- Self-managed super funds (SMSFs)
- Direct equity portfolio management
- Risk insurance including business insurance for small to medium corporate enterprises.
Mark holds strong relationships with other professionals including, accountants, solicitors and mortgage brokers.