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Mark Mitton

 Mark Mitton

Share profile:
132 Greenhill Road Level 1
Adelaide
SA
5061
AU

Overview CONTACT THE ADVISER

Mark Mitton Mark Mitton

total Reviews

41

Experience

28yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Mitton FP Pty Ltd
Mitton FP Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
My fees

At Godfrey Pembroke we use a fee for advice model to retain complete transparency when building a long term, trustworthy relationship with our clients. We will explain upfront the services we provide and their cost and we will only act when we have your written approval. Your first meeting with us is absolutely free, with no ongoing obligation to use our services.

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 41 total)See all

"As a new retire Mark has made the process very easy and stress free. I was very happy with the result"

Alexandra, 56-65 12 Feb 2018

"Mark has been very responsive to our needs Sue 5062"

Sue, 56-65 7 Feb 2018

"Clear and simple explanations. Approachable "

Stephen , 35-45 7 Feb 2018

History & Qualifications CONTACT THE ADVISER

My qualifications

Diploma of Financial Planning (1992)

Awards
  • 25 Years of Service at Godfrey Pembroke (2016)
Years of experience
  • 28 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 1
132 Greenhill Road, Adelaide
SA 5061 Australia

Office hours

Monday:   8AM to 5PM
Tuesday:   8AM to 5PM
Wednesday:   8AM to 5PM
Thursday:   8AM to 5PM
Friday:   8AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 96% Average Reviews
  • 41 Total Reviews
Alexandra, 56-6512 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"As a new retire Mark has made the process very easy and stress free. I was very happy with the result"

Sue, 56-6507 Feb 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Mark has been very responsive to our needs Sue 5062"

Stephen , 35-4507 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Clear and simple explanations. Approachable "

Veronica, 46-5507 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark's service is practical and timely .His follow up is exemplary, as are his communication skills . I now have a far better knowledge and understanding of my financial options "

Helen, 65+26 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My dealings with Mark and Anna have been extremely satisfying, efficient, very friendly and quick "

Liz, 65+24 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Following my husband's death I transferred from another adviser/broker and have had excellent personalised on-going advice and management of my investments. I am kept up-to-date with investment information and progress of my portfolio. Very professional advice and superb administration. I couldn't speak highly enough of the help and service he provides. "

John, 65+12 Oct 2016
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Mark has consistently provided sound and valuable advice over many years. "

Pellegrino, 65+22 Sep 2016
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"feel confident with advice given in all categories of financial interest/requirements to suite our personal situation."

Colleen, 65+19 Sep 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"I have been with Mark for many years and am very happy with his help and advice even though I now live in Melbourne."

Pam, 65+30 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are extremely happy with the service provided by Mark and his team and would not hesitate to recommend him to others who are seeking financial advice. "

John, 65+29 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy with all services, Jim 5066"

Lily , 46-5528 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My husband and I have known Mark for many years. He always provides us with professional knowledge and advice, we find very comfortable and easy to communicate with him. He is always very patient to answer our questions, explain thoroughly and make us understood his advice. Over the years, he helped us greatly in finance planning. As a person, Mark is kind, amicable, communicative and humorous. We call his work very professional. We believe in his work/service, and would recommend our family and friends to him. "

Lloyd, 65+27 Aug 2016
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Appreciate his expertise & relevant advice with respect to managing our investments."

Jo, 46-5525 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark is a highly competent and professional adviser who adapts his services and advice to the individual needs of his clients."

Andrea, 56-6525 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We feel much more comfortable about our ability to be able to fund our retirement since seeing Mark."

Toby, 46-5524 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been a client of Mark's for 6 years. I have always been impressed by his integrity, personal service and pragmatic, ethical and clearly thought out approach to financial management."

B, 65+24 Aug 2016
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Mark is confident and well prepared for meetings.Updates information when appropriate."

Judith , 65+24 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark is professional, personable and knowledgeable. "

Carolyn, 46-5524 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Clear uncomplicated advice, very happy with all aspects of his financial management."

Dale, 56-6517 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark has given good advice about planning for the future. I am satisfied that he is completely honest and have recommended him to friends and family. His knowledge of investing in my SMSF is very good and provides good general advice and is easy to contact."

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Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
13
Customers

#1
Self Managed Super Funds
STRENGTH
13
Customers

#2
Preparing For Retirement
STRENGTH
12
Customers

#2
Savings Investment
STRENGTH
12
Customers

#3
Tax Effective Strategies
STRENGTH
11
Customers

#4
Centrelink Benefits
STRENGTH
3
Customers

#4
Estate Planning
STRENGTH
3
Customers

#4
Insurance Protection
STRENGTH
3
Customers

#5
Managing Debt
STRENGTH
2
Customers

x

Overall rating

100%

Mark Mitton

Company: Mitton FP Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Mark Mitton is a member of and in what capacity, the licensee or company of Mark Mitton and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Mark Mitton (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 95%

Customer Satisfaction: 98%