Registered Tax Agent for 31 years.
Licensed financial adviser for 19 years.
Effective 11/12/2019 licensed with privately owned, national licensee Capstone Financial Planning Pty Ltd. The most professional organisation that I have ever had the good fortune to be involved with.
I feel very confident with Mark's advice. He has assisted me with all my financial requirements over many years. His advice is always current and timely. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. I trust his advice which has enabled me to reach my financial goals in retirement.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2000
- Years of experience 22
- Bachelor of Commerce (Accounting, Finance and Systems)
The Adlam GroupLevel 1, 2 Progress Avenue
Eastwood, NSW 2122
Capstone Financial Planning Pty Ltd