Mark Greenwood

Prime Advisory Pty Ltd

Silver
30 Yrs Experience
Chatswood, NSW 2067

Recent reviews

Prime Advisory Pty Ltd

Level 11, 815 Pacific Hwy
Chatswood, NSW 2067

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 6
  • First year providing advice 1992
  • Years of experience 30
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Paragem Pty Ltd

AFSL 297276

4.80
6 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Mark is knowledgeable, helpful, available and a great guy. By gentle hassling and preparing the forms he has managed to get me to do a number of very beneficial things that I had not managed to 'find the time to do' with my previous adviser although some had been recommended. I cannot recommend him too highly."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Mark to be a fantastic financial adviser. Indeed the only time we had an issue was when we didn't follow Mark's advice! We will happily work with Mark for the remainder of his time in the industry, and have no hesitation whatsoever in recommending Mark and his company."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark is very professional in his approach. I greatly value his advise. He makes financial matters easy to understand. I will continue with my association with Mark in a professional manner."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"I find Mark a good communicator who explains the basis of his advise clearly. He always responds in a timely and efficient manner to any questions or issues I may have."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has been my financial advisor for several years after coming highly recommended from friends. I have found his advice and support to be both professional and when required compassionate. I am confident that my investments are in safe hands and will continue to grow with his expert management. I would and have recommended Mark to friends seeking financial advice."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Been with Mark since early 1990s and he has helped us with managing investments and savings and portfolio management."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1997

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1997

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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