Mark Moller

Thrive Financial Services

Platinum
18 Yrs Experience
North Lakes, QLD 4509

Recent reviews

Thrive Financial Services

Unit 18, Evergreen Lifestyle Centre, 14-18 Discovery Drive
North Lakes, QLD 4509

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 21
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Thrive Financial Services

AFSL 457823

4.90
21 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"I was referred to Mark by my brother who was extremely satisfied with his expertise and advice. Mark has given myself & my husband strategies how to maximise our superannuation and tax with his knowledge. He is always very helpful with his explanations regarding any information that we seek. I would feel extremely confident in recommending Mark."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has always taken the time to explain complex concepts in simple terms that are easy to understand and action. He has broken down a plan of attack in to simple steps that have been manageable and less daunting. Thanks to Mark we have the appropriate Insurances and Income protection, our Superannuation is looking healthy and we were able to set up a managed fund for our Children to ensure their futures look bright. I would have no hesitation in recommending Mark to family and friends."

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

"Mark has provided clear easy to understand advice which has provided us with a far better outcome than we previously had. Mark's attention to detail and his method of explaining the more complex aspects of financial matters assisted both of us to understand where we were and where we could get to by changing the path we were on. We are in a much better financial position now and I would highly recommend Mark to anyone seeking to understand and improve their options for the future."

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

"Mark has given us (my wife and I), advice in areas including Superannuation funds and investments, loan applications, and overall finance advise. Mark always explains his strategies and recommendations to us in a clear way. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. Mark continues to give us full care and attention and we look forward to working with him for many years to come. I totally recommend Mark as a Financial Adviser."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has ensured that my superannuation has grown since first meeting him. This has given me a brighter future of retirement."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark had been recommended to my wife and I by a friend. As we are in our 60s and approaching retirement we needed to make some smart decisions in order to maximize our superannuation. Mark has always explained things simply and clearly to us given that we do not possess the financial skill set required to make good decisions in an ever-changing legislative environment. Mark has always been willing to give us attention when we ask him anything. We highly recommend him."

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

"We have moved with Mark from a previous business to Thrive as we had confidence in him from our previous dealings. He has been able to explain our changing positions and given the help we needed. We had no second thoughts about recommending him to our children and he helped them with finance and advice too."

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Mark has given me advice in areas including Tax savings,super funds and managing debt and also including preparing for retirement . Mark has always able to explain things to me in a clear and easy way. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Mark's prompt full care and attention when I needed it.'and have recommended him to friends and family."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given me and my wife excellent, and positive, advice in areas pertaining to wealth management and superannuation. Mark is always able to explain things to me and my wife in a clear, concise, way using simple, understandable language. I have been under Mark's care for over 10 years. Without his expertise and advice I can't begin to imagine where our financial situation would have been. He is a real person who takes personal pride in his work and cares about us, as people, not just clients. Mark is always there when we need advice and ensures we have our set meetings regularly. Thank you Mark."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have been under Marks care and guidance for 6 years now. Retiring 5 years ago he has looked after our finances and kept our nest egg working for us. He is considerate, informative and a bloody nice fella."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

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

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2004

Bachelor of Commerce (Finance, Banking and Risk Management)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Mark's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Mark able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Mark's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Mark to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Mark?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Mark provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Mark may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Mark Moller
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens