Mark Agnew

Best Life Financial Planning

Gold
12 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 4.82
  • Number of reviews 11
  • First year providing advice 2011
  • Years of experience 12
  • 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

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234