Mark Malone

Birling Private Wealth Pty Ltd

Platinum
22 Yrs Experience
North Sydney, NSW 2060

Recent reviews

Birling Private Wealth Pty Ltd

Suite 1304, 83 Mount St
North Sydney, NSW 2060

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 23
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Birling Private Wealth Pty Ltd

AFSL 523245

4.80
23 Reviews
5
4
3
2
1
4.85
Clear communication
4.65
Knowledge & expertise
4.95
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 23

Sort by

5.00

"We’ve worked with Mark for many years and he has guided us well into a happy retirement. We trust his advice and know that he will always make the time to explain the things that we don’t immediately understand. He is a joy to work with and we look forward to the relationship continuing."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has been my financial adviser for many years, starting in my per-retirement years and now in my post-retirement years. That I have been able to enjoy the retirement lifestyle I wanted is testament enough to Mark's understanding of my expectations and needs and of his sage and timely advice over all this time."

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

"I have always had confidence in Mark. He has been managing my super/funds for over 8 years and in that time his knowledge and experience has been demonstrated through positive management of my funds as well as being very patient coaching me to increase my knowledge and understanding of my accounts and investments. I always receive Mark's full care and attention when I need it."

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

"Mark has provided incisive device regarding my retirement investments and income streams. He understands my needs and is not frightened to make changes to my investment portfolio to suit my requirements. Mark is very personable and easy to deal with."

  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have been with Mark since 2011 and he has always provided excellent advice and help with our portfolio. He always explains everything in detail and is very clear and up front with all that he does, we are very confident in the advice that he provides us and he is always available whenever we require help and assistance with anything."

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

"I have the utmost confidence in Mark who has always given me sound advice pertaining to the management of my Superannuation portfolio. I have known Mark for over the past fifteen years and have followed him throughout his career path as a Financial Planner entrusting him with the management and movement of my Superannuation portfolio. I feel very confident with the advise given is always in my best interest and couched to meet my personal circumstances"

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

"Mark has helped opened my eyes to the world of finances and the importance of being wise with the money you earn. Mark has planned my future from compiling all my Super funds into one managed fund and also given me the best budgeting system that I really understand and can manage myself without getting confused. I’m very confident in Marks work ethics, communications, advise and attention to detail when choosing the right investment strategies for my future wealth management. I know the advise given to me by Mark is the right advice as the proof is in the statement reports."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has given us advice in areas including Loan Products, Super Funds and Managing Debt. Mark is able to explain his recommended strategies in a concise manner. Through Mark's knowledge and experience, we feel very confident that the advice given was right for our needs. Mark is always available to provide assistance and advice when we needed it. With Mark's assistance and guidance we've been able to prepare for our retirement and have a solid financial plan for the future."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has given us sound advice and guidance in line with our goals"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Mark has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Mark was usually able to explain things to me in a clear way. Through Mark's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Mark's full care and attention when I needed it."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

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

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

Qualifications & Training

Diploma of Financial Advising

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2007

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2011

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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