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Mark Staggs

 Mark Staggs

Share profile:
13 north Concourse
Beaumaris
VIC
3193
AU

Overview CONTACT THE ADVISER

Mark Staggs Mark Staggs

total Reviews

3

Experience

16yrs

Status

Silver

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Strategic Wealth Management Solutions
Strategic Wealth Management Solutions

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:

Bombora Advice Pty Ltd
Bombora Advice Pty Ltd
Expertise
Insurance & ProtectionInsurance & Protection
My fees
  • Free Initial Consultation

At Professional Insurance Advice our fees are transparent. Please feel free to contact me to understand how we charge for our professional advice.

Latest Customer Reviews (3 of 3 total)See all

"Mark has assisted myself and my wife for our Trauma, Life and TPD Insurance for many years. In such a competitive and complex market, Mark's knowledge of the vast range of Insurance Products has meant we have had the right product providing the best cover at that time. "

Joe, 56-65 19 May 2017

"Mark provided expert advice on income protection, trauma and life insurance policies for our family, and responded quickly and professionally when it came time to make a claim. Mark's way of explaining the cover and the different policies was clear, and in plain English. I felt confident that Mark was thorough, professional and diligent in his advice, and felt so much comfort at a difficult time in our lives, knowing that Mark had assessed out situation, and navigated the policies on our behalf. "

Jackie, 46-55 23 Apr 2017

"Mark has a deep well of knowledge and expertise, he explains complex matters simply and effectively. He has a personal approach, deeply caring for his clients and delivers on his promises. He is thoroughly recommended."

Matthew , 46-55 21 Apr 2017

History & Qualifications CONTACT THE ADVISER

My qualifications

Diploma - Financial Planning (2001)

Awards
  • No award found
Years of experience
  • 16 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

13 north Concourse, Beaumaris
VIC 3193 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 3 Total Reviews
Joe, 56-6519 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark has assisted myself and my wife for our Trauma, Life and TPD Insurance for many years. In such a competitive and complex market, Mark's knowledge of the vast range of Insurance Products has meant we have had the right product providing the best cover at that time. "

Jackie, 46-5523 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark provided expert advice on income protection, trauma and life insurance policies for our family, and responded quickly and professionally when it came time to make a claim. Mark's way of explaining the cover and the different policies was clear, and in plain English. I felt confident that Mark was thorough, professional and diligent in his advice, and felt so much comfort at a difficult time in our lives, knowing that Mark had assessed out situation, and navigated the policies on our behalf. "

Matthew , 46-5521 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark has a deep well of knowledge and expertise, he explains complex matters simply and effectively. He has a personal approach, deeply caring for his clients and delivers on his promises. He is thoroughly recommended."

1
       

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
Insurance Protection
STRENGTH
3
Customers

#2
Preparing For Retirement
STRENGTH
1
Customers

#2
Savings Investment
STRENGTH
1
Customers

#2
Self Managed Super Funds
STRENGTH
1
Customers

x

Overall rating

75%

Mark Staggs

Company: Strategic Wealth Management Solutions

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Mark Staggs is a member of and in what capacity, the licensee or company of Mark Staggs 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 Staggs (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%