Mark Stopps

Viridian Financial Group Limited

Bronze

1 Yr Experience

Sydney, NSW 2000

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Mark is a passionate financial advisor specialising in retirement planning, superannuation planning, investment advice, portfolio management, insurance and risk management and self-managed super funds (SMSFs). He takes a holistic approach to financial advice and enjoys working closely with his clients to develop a financial plan tailored to their needs.

Mark holds a Master of Financial Planning and is an SMSF Specialist Adviser. Mark is also a member of the Financial Advisers Association of Australia (FAAA), making him a trusted adviser available to guide and support his clients throughout their financial journey.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Wills & Estates

4.75 March 2024

Mark has a clear communication style. He has taken time to understand my objectives to provide guidance and a personalised financial strategy to suit my needs. Mark presents detailed information during review meetings and is responsive to any questions I may raise.

5.00 February 2024

Mark has provided some great advice to help me work my way through a plan to retirement and the best use of funds from a recent property transaction. Mark has a high attention to detail and takes the time to listen and consider the questions I often ask.

4.50 January 2024

Mark has been very helpful and has taken the time to understand my financial needs in detail. He works through a range of research lead investment options and is able to articulate the pro's and con's of the different risk reward scenarios. He has a communication style that ensures you understand the investments and are comfortable with implementing the agreed plan. The goal setting is clear and we review the progress and against the planned goals.