Mark is a certified financial planner who specialises in Superannuation Planning, Risk Management and Investment Advice. He has vast experience in these matters and has helped people for over 30 years.
During his time in the industry – which began in 1987 – Mark has owned and managed an accounting practice. This gave him the opportunity to provide specialist advice to small businesses and individuals on tax planning strategies. Mark also has experience in owning and running a Mortgage Brokering business
Mark provides clear strategies for both medium and long term investment with regular follow up.
Mark explains things in laymans terms . Very down to earth and has a very good grasp of the world situation. He also does not charge and arm and a leg for his advice.
no problems, great service
Mark has the best interests of his clients always in mind. He listens to your thoughts and ideas and then offers sound advice to fulfill those needs. Mark is always happy to discuss any question no matter how trivial it may be and provide you with the answer you need.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 1988
- Years of experience 35
- Graduate Diploma of Financial Planning
- Graduate Certificate in Commerce (Financial Planning)
WealthwiseBuilding C, Suite 2, Level 4, 355 Scarborough Beach Rd
Osborne Park, WA 6017
Fortnum Private Wealth Ltd