An Intelligent, Pragmatic, Forward-Thinking Adviser with 17 Years of Industry Experience.
Enjoying a diverse client base, Mark specialises in retirement planning, superannuation, tax, risk management and investment strategies for retirees, business owners and professionals.
His commitment to actively working with his clients to assist them in achieving their financial and lifestyle goals in paramount.
Always happy to offer his opinion and get involved, Mark draws on a wide range of technical knowledge attained via ongoing professional education, regular intensive readings, previous business dealings and a vast network of professional associates.
As an AFP® member of the Financial Planning Association of Australia (FPA), Mark is an active Investment Committee board member and is heavily involved with ensuring clients are provided with appropriate investment and strategic advice offerings.
Mark is well travelled and appreciates meeting new and interesting people. He is also an active member of the Indooroopilly Golf Club and enjoys reading, dining out, and spending time with family and friends.
Your initial consultation is on me. All fees will be disclosed and understood by you thereafter.
I lived overseas for 20 years so had no official superannuation. Therefore I could not invest in an annuity when I returned to Australia, so all my investments were in blue-chip shares (apart from some cash in the bank). As a result, I paid a lot of tax. But some years later, when I went to see Mark, he found that the requirements had altered and I could now invest in an annuity, which I have done. My whole financial situation is much easier to manage and more secure now, thanks to Mark. Joanne Wheeler
Mark has given me superannuation advice over many years and I trust his information. He understands my financial situation and considers all aspects when advising me. I look forward to his advice for many years to come. Eric Gottschalk
Mark has advised me for several years in areas including superannuation and life & income protection insurance. Mark is skilled at explaining often complex financial matters in a clear and simple way and, through his knowledge and experience, I feel confident I am getting the right advice for my needs. Mark and his team are always available when I have a question or need advice. He is a trusted family advisor.
Mark has met with Us regularity to guide our thinking and planning in relation to managing our superannuation which we do through a SMSF. He understands us well, and we feel very comfortable discussing all aspects of our financial situation with him. He has also been available by phone if we’ve needed advice. We understand his explanations, a result of his ability to communicate the financial concepts.
Mark has provided us with easy to understand and practical advice on our superannuation and investments. We have every confidence in his expertise and have always felt he has our interests at heart. We have already recommended Mark to friends and would not hesitate to do so in the future.
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2007
- Years of experience 15
- Advanced Diploma of Financial Planning
Lead Partners Private Wealth Pty Ltd420 Milton Rd
Auchenflower, QLD 4066
Lead Partners Private Wealth Pty Ltd