Mark Williams

W2 Wealth Pty Ltd

Platinum
17 Yrs Experience
Eastwood, SA 5063

Recent reviews

W2 Wealth Pty Ltd

Unit 10, 53-57 Glen Osmond Rd
Eastwood, SA 5063

At a glance

  • Adviser status Platinum
  • Rating 4.70
  • Number of reviews 98
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Bachelor of Financial Services (Honours)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

W2 Wealth Pty Ltd

AFSL 508696

4.70
98 Reviews
5
4
3
2
1
4.80
Clear communication
4.55
Knowledge & expertise
4.90
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 98

Sort by

5.00

"Mark is an extremely pleasant adviser to deal with, who understands my organisation's unique investment requirements and without fail has gone the extra step to find appropriate investments for us."

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

"Mark is very thorough and comprehensive in his advice and follow up."

  • Superannuation
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark has been a great help to My husband James and myself enabling us to understand the complex working of finances etc.. He takes time to explain to us in a very clear way what is happening financially . He is very patient to give us time to take in what we need to do know. We have known Mark before we became his clients, and we always had confidence in his ability to guide a client in safe choices. We have been quite impressed by his knowledge and experience. In times when things have been difficult and I have made mistakes, he has guided me through on the internet. I have much pleasure in recommending him to others."

  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given me advice on shares and self-managed super. He takes time to find out what is important to me and I feel confident his advice is tailored to my circumstances. I now have a very clear plan of what I need to do for a comfortable retirement."

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has had his finger on the pulse of my investment portfolio and is always ready to explain matters to me, as well as coming up with suitable, often subtle, changes, and methodology that I certainly would never have thought of by myself. In addition, he doesn't over-explain the financial workings, so our meetings are efficient and not a complicated lengthy time leaving me feeling mentally inadequate to comprehend, as one of my previous advisers had behaved."

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark was extremely good at giving us advice and setting up our portfolio to our specific needs and reviews and makes changes for our benefit."

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark has provided good advice predominately in the area of shares and investments. He has also reviewed areas such as Insurance protection, superannuation and wills & estates. Mark usually explains things in a clear way and is always happy to go over things if I do not fully understand. I am confident that the advice given to me is right for my situation. He provides full care and attention when I need answers to questions."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been extremely happy with all aspects of Marks’ managing of our accounts. We have not had any reason to doubt Marks advice at any time."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given us (myself and wife) advice in a variety of areas relevant to our needs as a retired couple. These include: Financial planning for the future, Cashflow and income, Investments and shares, Government assistance, Growing assets, Retirement and pensions, Managed super funds, Superannuation, and Tax strategies. Mark's experience and knowledge coupled with his friendly down-to-earth approach has enabled him to guide us through the complexities of managing our finances. We feel confident that the advice and guidance he has given us matches our needs. Mark's friendly and pleasant approach contributes to our satisfaction in dealing with him."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has given my wife and I advice in areas including superannuation, income protection, insurance, estate planning and investment. Mark is usually able to explain things to us in a clear way that we can understand. Through Mark's knowledge and experience, we feel confident that the advice given meets our needs. We receive Mark's care and attention when needed."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 98

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Bachelor of Financial Services (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Bournemouth University (BU)
Completed
1996

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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