Mark Anderson

Spencer Fuller & Associates

Silver
15 Yrs Experience
Bathurst, NSW 2795
Mark is born and bred in Bathurst and brings over 15 years of Financial Planning experience to the business. Mark was previously a stockbroker in Sydney until the lure of regional NSW drew him back home. He brings with him an abundance of knowledge and experience in all areas of financial planning including wealth creation, retirement planning (super and pensions), tax planning, Centrelink and Aged Care. Complementing Mark's technical knowledge and attention to detail, he prides himself on his affable nature and ability to explain complex strategies in an easy to understand way so there is complete peace of mind for his clients. In his spare time away from his young family, Mark is a keen motorbike enthusiast, still plays AFL and basketball and was the former Australian Champion at Street Luge.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 9
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Finance and Marketing)
  • Language spoken
    • English

Spencer Fuller & Associates

207 Howick St
Bathurst, NSW 2795

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Advice Pty Ltd

AFSL 519190

4.85
9 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.90
Likely to recommend
Showing reviews 1—9 of 9

Sort by

4.50

"Always found Mark very helpful and available when required."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark is an individual that is highly skilled in his field, with broad experience that he draws on and communicates to his clients. Third party comments emphasis that skill and knowledge. My wife and I are completely happy with his investment strategies, their implementation and the service he provides ."

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark is always friendly and helpful, and responds to my inquiries in a timely fashion, and his advice is competent and easy to understand. The only comment I can make on the minus side is that I think the advisor fees are too high, and there should be a mechanism to negotiate fees and charges."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has has handled our finances in relation to our superannuation so well and has given us such amazing advice, explaining things in a way that was so easy to understand. Nothing is ever a problem when reaching out to Mark for advice and assistance and it's really appreciated. Can't recommend him enough."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has given us the best strategies on our further retirement plans & great advice with where we should be investing our super. He is also very Knowledgeable on Centre Link requirements, which is great for older people getting the best our of our investments."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has kept my investments moving in the right direction. He has also assisted friends I have referred to him."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with everything that Mark has done for us recently. Had to make some significant financial decisions and Mark guided us through all the requirements. Excellent service."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has been able to help us with pension superannuation and taxation advice in a clear and easy to understand way never pushy."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark is always accessible, helpful and able to meet our requirements"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2007

Bachelor of Business (Finance and Marketing)

Level
7 - Bachelor Degree
Institution
Charles Sturt University (CSU)
Completed
2006

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Mark's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Mark able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Mark's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Mark to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Mark?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Mark provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Mark may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Mark Anderson
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens