Mark is very efficient, respectful, and helpful. Mark explains plans well, and works in a relaxed and friendly manner that puts me at ease during appointments. Mark and his staff follow-up any questions, plans or issues promptly. I have progressed from feeling apprehensive when I first sought assistance upon retirement to feeling confident about my financial future.
Excited to start my journey to financial freedom and security with Mark.
I find Mark can communicate on my level and give advise I can understand.
Mark is a friendly professional financial adviser who has done more for me regarding my finances in a few months than my previous planner in a few years. He & his team provide timely advice, recommendations & education in areas I really needed it. My portfolio is better balanced now & doing well through challenging times.
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.
W2 Wealth Pty LtdUnit 10, 53-57 Glen Osmond Rd
Eastwood, SA 5063
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
- Adviser status Platinum
- Number of reviews 102
- First year providing advice 2005
- Years of experience 18
- Certified Financial Planner (CFP)
- Bachelor of Financial Services (Honours)
- Graduate Diploma of Financial Planning (Advanced)
W2 Wealth Pty Ltd