Mark Baldwin

BALDWIN FINANCIAL SERVICES PTY. LTD

Platinum
6 Yrs Experience
Payneham, SA 5070
IĀ help clients to find and then obtain their financial freedom with a praticular emphasis on assisting expats and also those over 50.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • 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 Platinum
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

BALDWIN FINANCIAL SERVICES PTY. LTD

17 -19 Portrush Rd
Payneham, SA 5070

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

FYG Planners Pty Ltd

AFSL 224543

4.95
14 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 14

Sort by

4.75

"Mark has a very friendly and approachable manner and always available and offers to be available at anytime. Mark has help me setup Xero for our Business and has provided training and support and ongoing support. Marks training and support given on Xero has been invaluable and in such a short time I am up and running the business successfully. Mark has also provided ways and assisted in reducing business costs. Mark explains all products which is easy to understand. I find Mark very confident and knowledgeable in the assistance and products and services he provides and shows interest in me and my business. I feel confident working with Mark on this journey."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark arranged transferring my superannuation over to a self managed fund and assisted throughout the whole process. He is extremely professional and knowledgeable but has the friendly personal approach which made it easy to feel comfortable in emailing or phoning for any assistance I have needed. Nothing was too much trouble for Mark. Would highly recommend him to anyone."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given us sound advice on a range of different things and we can definitely see the benefits now and what we will be able to achieve in the future."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given my wife and I advice in areas including super funds, life insurance, investments and mortgages. Mark was able to explain things to us in a clear way. Through Mark's knowledge and experience, I feel very confident that the advice given was right for our needs. We always receive Mark's full care and attention when needed and he is always happy to discuss matters outside of appointment times. Mark arranges regular catch ups to keep us updated on our financial position and advise where we should make adjustments. Communication and documentation prepared by Mark and supplied to us is of a very high standard."

  • Superannuation
  • Retirement & Pension
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has been a great help to us , regarding are prosperous future."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has been able to put together a wealth building and superannuation plan that makes sense and is clearly explained. I'm confident now I have a clear strategy to continue building my wealth for years to come! Thanks Mark!"

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

"Mark provided advice on investments and investment structures, including establishing and managing a self managed superannuation fund. Mark was patient, understanding and thorough. He presented his recommendations in a clear and confident manner supported by his own personalised extensive analysis of our financial position and circumstances. Mark plainly can be trusted and made the decision to utilise his services over others. A no-brainer."

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

"Mark has given me advice in areas including growing my assets and managing investments. Mark has always been able to explain things to me in a clear manner. Through Marks knowledge and experience I have the upmost confidence the the advice was right for my needs. I have always received Marks full care and attention when I needed it."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark is very reliable and has always given sound advice, since changing over to a self managed fund our super has grown around 9% which is fantastic given the global market events. I have recommended Mark to friends in which he has been working with them, my friend has told me he has helped him with his queries and is now a client."

  • Self Managed SuperFunds
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has been great in explaining things to me in a way that was simple and not condescending. He's been patient and helpful sorting out a complex financial situation with me. I really appreciate Mark and all his help."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Tier 1 Margin Lending (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Commercial Law (TASACLv2)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Certified Practising Accountants Australia (CPA)

Membership type
Member
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