I am passionate in my quest to help clients achieve their financial freedom. To have choices is ultimately what drives us all and I can help clients visualize, quantify and set out on the road to achieving their personal lifestyle goals.
Originally qualified and experienced in corporate finance, I migrated as part of a US scientific multinational to Australia in 2003 where I led manufacturing operations and latterly assumed divisional site and regional leadership roles throughout the Asia Pacific region.
My own journey to financial freedom started in 2011 when my wife and I visited a planner for the first time and were surprised to understand the power of financial choices. I then spent a number of years studying, culminating in a Masters Financial Planning qualification in 20
I joined the profession early in 2016 and love the feeling of making a positive impact on the lives of the people I meet on a daily basis.
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.
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.
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.
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.
Mark has been a great help to us , regarding are prosperous future.
- Adviser status Platinum
- Number of reviews 14
- First year providing advice 2016
- Years of experience 7
- Master of Financial Planning
Baldwin Financial Services Pty Ltd17 -19 Portrush Rd
Payneham, SA 5070
- 9:00am – 6:00pm Monday – Friday
Shartru Wealth Management Pty Ltd