My role at AustralianSuper is to help you meet your financial goals, they may include:
- Mapping out a clear path toward retirement
- Having an appropriate investment strategy
- Making your super work harder for you
I have been providing holistic financial advice for over 17 years and have developed a deep understanding of the challenges that preparing for retirement can bring. I pride myself on explaining even the most complex financial concepts in a user-friendly manner, to help you feel comfortable implementing any advice recommended.
AustralianSuper advisers provide advice on a fee for service basis and don’t receive commissions or bonuses. Approaching retirement? Now is a good time to get advice and make a plan so there are less chances of any unwanted surprises.
AustralianSuper advisers provide advice on a fee for service basis and don’t receive commissions or bonuses.
The advice we received from Mark was invaluable. He explained to us the best tax strategies for us at this point in time. The plan Mark provided us for retirement made us confident we were doing the right thing for us for now into the future. He explained things in layman's terms which made understanding a lot easier. We were very impressed with the advice and we highly recommend Mark to anyone who is in the process of retirement. Jack and Carolyn 62 - Whyalla
We received very valuable advice from Mark, which previously I was not aware of and this has made a big difference to our tax obligation. The plan Mark provided us for retirement assured us we were doing the right thing.
Mark was easy to understand and explained everything so that we were able to leave with the knowledge that we are going to be secure in our retirement.
Mark was very proactive in dealing with our inquiry regarding super and retirement. We were very pleased with his advice and empathy regarding our situation leading up to retirement.He put us at ease. We appreciated the time and effort he took to make and explain the detailed plan for us leading into and for when we retire. It is very nice to know we have an experienced adviser that we can contact if we have any questions in the future or when we action parts of the plan.
Mark was most helpful assisting us in working out our retirement strategy and outcomes.
I can only highly recommend Mark to everyone.
- Adviser status Platinum
- Number of reviews 7
- First year providing advice 2006
- Years of experience 17
- Graduate Diploma of Financial Planning
AustralianSuper Pty LtdLevel 5, 115 King William Street
Adelaide, SA 5000
- In person
- Video call
Industry Fund Services Ltd