I am an experienced financial adviser with a passion for helping individuals achieve their financial goals. My expertise spans a wide range of financial planning and wealth management areas, and I am dedicated to assisting clients from all walks of life.
I particularly enjoy assisting pre-retirees and retirees, helping these individuals navigate the complexities of financial planning during this pivotal phase of life.
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.
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.
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.
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.
Mark has ensured that my superannuation has grown since first meeting him. This has given me a brighter future of retirement.
- Adviser status Platinum
- Number of reviews 21
- First year providing advice 2004
- Years of experience 19
- Master of Financial Planning
Thrive FS Pty LtdUnit 18, Evergreen Lifestyle Centre, 14-18 Discovery Drive
North Lakes, QLD 4509
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Thrive FS Pty Ltd