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.
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.
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.
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.
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.
Birling Private Wealth Pty LtdSuite 2, Level 10, 83 Clarence St
Sydney, NSW 2000
- 8:00am – 5:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 23
- First year providing advice 2000
- Years of experience 23
- Graduate Diploma of Applied Finance
Birling Private Wealth Pty Ltd