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.
Always found Mark very helpful and available when required.
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 .
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.
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.
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.
- Adviser status Silver
- Number of reviews 9
- First year providing advice 2007
- Years of experience 16
- Bachelor of Business (Finance and Marketing)
Spencer Fuller & Associates207 Howick St
Bathurst, NSW 2795
- 8:00am – 5:00pm Monday – Friday
Fortnum Advice Pty Ltd