Mark Welch

EPG Wealth

15 Yrs Experience
Barangaroo, NSW 2000

Mark was born in Sydney but raised in Santiago, Chile. After starting his Bachelor of Economics and Business Administration in Chile he received a scholarship to complete his studies at the prestigious UIC in Barcelona. Once he graduated he made the move to Australia and has never looked back.

Mark has been involved in the finance industry all his working life and so has his family with his Grandfather becoming one of the first Chief Managers of Exchange Control for the RBA.


Mark is committed to building a long term relationship with his clients by offering an honest and dynamic approach in how he delivers advice.

Mark understands everyone’s circumstances are different but ultimately we all have control of our financial future.


  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

The first fee is the Strategy/Membership fee, this is a one-off fee that will cover the first few meetings, the Strategy construction and the presentation of the advice. The fee is based on the complexity and amount of work so the only way to provide an accurate quote is for you to give us a call. From an ongoing perspective we have different packages to suit different clients and their needs.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.87
  • Number of reviews 23
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • ASIC RG146 (Margin Lending)
  • Languages spoken
    • English
    • Spanish

EPG Wealth

Level 22, Three International Towers, 300 Barangaroo Ave
Barangaroo, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Epg Wealth Pty Ltd

AFSL 529273