Mark Agnew

Best Life Financial Planning

Gold
11 Yrs Experience
Caboolture, QLD 4510
Mark is an experienced Financial Planner with a strong professional background. He specialises in Retirement Planning, Superannuation & Investments, Life Insurance & Income Protection, Estate Planning & Aged Care, and Budgeting & Lifestyle strategies Mark holds a Graduate Diploma in Financial Planning from Kaplan Australia. He is currently completing his Masters in Financial Planning, and also has a Bachelor of Education and Bachelor of Engineering. Mark started Best Life Financial Planning with his wife in 2017 after he had worked with Commonwealth Financial Planning since 2010. Prior to that he had been a Maths and Science teacher at Narangba Valley & Pine Rivers State High Schools. He lives at Caboolture with his gorgeous wife, three beautiful daughters, and three German Shepherds. Mark enjoys climbing Mt Beerwah on the weekends, performing in ballet concerts with his daughters, mud runs with his mates, practising kung fu, and playing video games.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 11
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Best Life Financial Planning

Suite 4, 69 King St
Caboolture, QLD 4510

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.80
11 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"I am 68 years old and Jeanette and I have been using Mark as our financial adviser for the past eight years . We have found him to be extremely honest very professional and easily understood. He goes over and above with his time and effort to do the right thing by ourselves. I would highly recommend Mark and his professionalism to any new prospective client."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have used Mark to manage my supper funds and help invest considerable lump sums which I have received. I am confident that he has always acted to conserve my funds while suggesting some aspects which are likely to produce better returns in accordance with my investor profile. While he is young and progressive in his outlook, he is very mindful of the need not to risk what I cannot afford to risk. He does more than just 'tick the boxes' as so many of our advisors have done in the past."

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

"Mark has always been available whenever we were unsure of our investments. We have appreciated his help in dealing with government departments. We feel very strongly that he is a very honest person and genuinely is concerned about our financial welfare We would have no hesitation in recommending his services. Holt and Challengga Thompson"

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

"My wife and myself have been dealing with Mark Agnew over the last few years in regards to managing our superannuation and self funded retirement Finacial planning. Mark is one of those rare individuals that was able to explain to us in a manner that was easy to understand and therefore allowing us to walk away after each of our reviews feeling very well informed and as a consequence very confident we are on the right track"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark is a very competent financial adviser. He has always explained everything to me in a very clear and concise manner. Mark is very courteous and a real gentleman. I highly recommend his professional services."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Mark is a very helpful and great guy knowledgeable and understanding Thanks for putting me in the righteous direction Steve 4510"

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

"Mark advised me on my superfunds when I retired from work. He has always explained things to me thoroughly and I feel confident his advice was right for my needs. I know I am able to call him if the need arises. I would recommend Mark to any of my friends without hesitation."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark has given me brilliant advise of how to invest my inheritance. He helped me to create goals, he encouraged me how to manage my small start up business. Mark's expertise is well founded I am very confident in his advice. I am very grateful to have found an adviser who really cares and also sees my goals, options and outcomes"

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have total trust in the advice & information that Mark has give my wife & I over quite a few years. Highly Recommended. Terry"

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

"Mark has always given us very sound advice on our investments. He explains things to us very clearly and we always go away feeling very confident of the advice he has given us. Mark always makes sure that we have his full care and attention when we visit him for our advice. He is extremely professional, friendly and interested in his clients."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2010

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Education

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2004

Bachelor of Engineering (Environmental Engineering)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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