Mark Dela Cruz

United Global Capital Pty Ltd

Bronze
2 Yrs Experience
Melbourne, VIC 3000

Meet Mark, a Senior Financial Advisor at UGC with a wealth of experience spanning over 15 years in the financial services sector across Australia and the UK. Mark's passion lies in the human aspect of financial planning, and he takes joy in actively engaging his clients in the financial planning journey to empower them in reaching their financial goals.

Mark's distinctive qualities of compassion, authenticity, and relatability form the bedrock of his ability to forge strong and trustworthy relationships with his clients. Dedicated to delivering superior financial advice, Mark derives fulfilment from making a positive impact on the lives of his clients. With a commitment to excellence, Mark is your go-to advisor for navigating the complexities of financial planning and achieving success in your financial journey.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • Years of experience 2
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Filipino

United Global Capital Pty Ltd

Level 33, 360 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

United Global Capital Pty Ltd

AFSL 496179