I provide holistic advice and I'm also responsible for running and presenting at a range of seminars on various financial planning topics. My specialist accreditations cover SMSF's (Self-Managed Superannuation Funds), Retirement Planning and Aged Care advice. I am an FPA Aged Care Specialist.
I first met Mark when he was with Bridges. At a chance encounter with Mark I told him I was not happy with the person who replaced him. I arranged to meet with Mark and at that meeting decided to have him again handle my finances. I am a conservative person when it comes to others handling my finances. I felt confident when talking to Mark, his knowledge he imparted to me gave me the confidence I needed to have him as my financial adviser.
Mark was able to give us advice in all areas we needed ,he was able to explain clearly all we needed to know. We felt confident in his knowledge and understanding of superanuation. We trust him completly to guide us through our old age. Mark is always to contact and gets back to us within the day, which eases our concerns.
Mark has given us advice on my Superannuation and also my husbands retirement planning including Superannuation. He is very genuine and understood clearly what our goals were for retirement. Our meetings with Mark gave us confidence that our needs would be met for the future, however if our direction changed then flexibility was also built into the plan. Mark's background has involved giving financial and retirement advice to Police for many years and so this made the transition easy for my husband who had served in this role for 44 years. It was so nice to be given personal and dedicated attention by Mark and he is always easy to reach if we need.
Actually I always received Marks full attention when I needed it. He went to great lengths to explain any aspect that I needed clarification of and always replied to my requests for assistance. I would recommend other members to seek his gjuidance.
Mark has given us advice since Retirement. We are conservative investors and he has been very understanding regarding that. Mark is very accessible and punctual. He has a very pleasant demeanor and with his experience and knowledge we have confidence in the advice we receive. We really appreciate the help Mark has given us.
- Adviser status Gold
- Number of reviews 19
- First year providing advice 1996
- Years of experience 27
- Certified Financial Planner (CFP)
Financial Planning & WealthSuite 4, 166-168 Grange Rd
Flinders Park, SA 5025 Suite 2, 42 MacArthur Ave
North Brighton, SA 5048
- 8:30am – 6:00pm Monday – Friday
- In person
Shartru Wealth Management Pty Ltd