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Mark Lockhart

Shire Financial Planning

Silver
32 Yrs Experience
Sutherland, NSW 2232

Mark has been involved in the financial services profession since 1993 as both an insurance advisor and financial planner running his own business for much of that time.  He believes in comprehensive advice as his clients' principle advisor providing detailed support throgh all aspects of their financial life with expertise and experience in investment and retirement planning; Centrelink; estate planning and complex risk management for business and self employed people.

Expertise

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

At a glance

  • Adviser status Silver
  • First year providing advice 1993
  • Years of experience 32
  • Highest qualifications
    • Advanced Diploma of Accounting
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Shire Financial Planning

Unit 42, 10-18 Robertson St
Sutherland, NSW 2232

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892