My career spans more than three decades in the Australian financial services industry, first working as a financial markets trader and portfolio manager, before moving to the financial planning arena in 2007 and commencing as a practicing adviser in 2013. I have a Bachelor of Commerce with a Finance major, and an Advanced Diploma in Financial Planning. I was one of the initial advisers to successfully complete the national adviser examination in 2019.
Client interviews are conducted in a relaxed, conversational style and draw upon my broad commercial and life experience to effectively interact with clients of all ages, cultures, and walks of life. I want to get to know you and what is important to you and your family.
Having a thorough understanding of all aspects of each of my clients’ circumstances is of paramount importance, as this helps to facilitate the provision of financial advice, which is appropriate, effective, and personalised.
Gardener Financial Planning is a privately owned practice that was established to help our clients better understand their financial position, and the options and strategies available to help them to achieve their financial and lifestyle goals.
We provide a comprehensive advice service that is tailored to each client’s specific circumstances.
For clients who require regular reviews of their situation, or who are undergoing changes in their situation which could benefit from a multi‐phase approach, we have an ongoing advice service available, or alternatively, advice can also be provided on an ad‐hoc one‐off basis.
As advice implementation can sometimes be onerous and complicated, we offer an implementation service to ensure the advice is implemented efficiently and correctly, while relieving our clients of the burden involved.
Our aim is to educate, guide and assist our clients in their journey to a better future.
Mark assisted me with a time sensitive issue and gave me crucial advice before a deadline, which in turn assisted me with my overall net position. Although I am financially capable, Mark assisted with the finer nuances of financial planning to improve my overall position and to formulate a strategic plan to both improve and safeguard my future financial position. Additionally, Mark is easy to talk and takes a holistic interest in what the client wishes to achieve. Thank you Mark, I feel assured I can continue to utilise your experience moving forward.
I've known Mark for about 5 years now & I've always found him very easy to talk to. His knowledge of all things superannuation is remarkable & I'm always very confident that he will look after my investment. You can tell he cares about his clients & wants the best outcome for them.
Mark has a wide breadth of knowledge and expertise in financial planning. Mark provided us with timely, clear advice throughout our engagement with him regarding our retirement and estate planning needs. Mark responded quickly at all times to our queries and concerns and it was a pleasure to work with him! We will definitely be seeking Mark's advice in the future if and when needed.
We are novices when it comes to financial planning. Mark has guided us and put us in a sound financial position, we are planning on retiring this year. He has been very patient and never pushed us into anything that we were not comfortable with. We are fairly conservative with our approach to financial risk and have neither the time or inclination to be worried about the minutia of working out how to do it all ourselves, he has taken on that responsibility. We have been seeing Mark a couple of times a year for around 10 years or more.
Mark provided us comprehensive financial advice on our super, retirement strategy and investments. He considered all possible options and chose the best strategy that suited our needs, both short and long term. Mark's communication was prompt and responsive to any of our questions. Mark's knowledge of QSuper is outstanding and he worked out the best option for us. Mark was always mindful that we understood the financial strategy, fees and options. We highly recommend Mark and are very happy with his advice.
- Adviser status Silver
- Number of reviews 10
- First year providing advice 2013
- Years of experience 10
- Bachelor of Commerce (Finance)
Gardener Financial PlanningLevel 1, Highpoint Plaza, 240 Waterworks Rd
Ashgrove, QLD 4060
- In person
- Video call