Mark Welch

EPG Wealth

Silver
13 Yrs Experience
Sydney, 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.

Philosophy

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. 

www.epgwealth.com.au

Expertise

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

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 4.85
  • Number of reviews 23
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • ASIC RG146 (Margin Lending)
  • Language spoken
    • English

EPG Wealth

Level 21, 200 George St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Epg Wealth Pty Ltd

AFSL 529273