Mark Opie

Arrowroad Financial Planning

Platinum
16 Yrs Experience
Melbourne, VIC 3000
Holistic advice. No obligation first consultation. Consultation can be done via phone, Skype, in person at our office. Get together with Mark for a one to one ideas session, and get in control of your money plans and on the road to financial independence.  Mark is an invaluable contributor to his client’s success, demonstrated with years of experience in implementing tailored client solutions. To book a consult use this link: https://calendly.com/markopie/bookings And have a great day!

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 76
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Arrowroad Financial Planning

Level 14, 330 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Thursday
  • 9:00pm – 5:00pm Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

4.85
76 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.95
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 76

Sort by

5.00

"Mark gave me advice on my income protection and Super, his knowledge and experience has helped me understand clearly about these 2 products that I never knew before. His manner of explaining how it all works and how I can grow my Super was so helpful for me. I wish I had Mark as my financial planner years ago, my super would be in a much better growth. Thank you Mark."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Excellent"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.00

"Happy so far with the advice recieved to date. With Mark being able to come out and visit me it has really helped with time constraints I have."

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

"Mark has been very helpful with our retirement"

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

"Mark has given me information and guidance in setting up a Super based investment program with a monthly draw-down. This will allow me to administer the program into the future. His guidance was clear and well explained. Ian."

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

"Mark has given me advice in areas including insurance, retirement savings and managing debt. Mark was 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 received Mark's full care and attention when I needed it."

  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark was able to explain things in a very clear way. He was extremely patient and I feel very confident that the right advice was given to suit our needs. Mark gives us his full attention and care when we need it Thank you Mark"

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

"Mark has always been on hand when we need advice. Mark was able to help us when we sold our house. He also makes it very easy for me to comprehend about our financial situation. He is so good in what he does that I would not hesitate to recommend him to our friends"

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

"Mark is an excellent financial adviser. He is able to explain different options to me and I have the utmost confidence in him. I am so happy with Marks service my husband is now a new client of his. Thank you Mark"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark has helped to look at my future retirement plans and give me a bit more confidence on where I will be financially."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 76

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

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2002

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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