Mark Chan

We are Mark's clients for more than 15 years. We are satisfied and happy with the services he provides. We highly recommend him to anyone who needs a financial adviser. Especially pre and post retirement.

Mark and his team have looked after my finances for many years and has helped me to prepare for retirement in a very professional manner. Mark has also looked after my wife's superannuation and we find Mark always available and happy to discuss any issue we may throw at him. I have previously recommended Mark and his team to a couple of my friends and they have taken up Mark's services and are happy with his availability and advice.

Mark has been my Financial Planner (FP) for around 15 years. He is my perfect FP: knowledgeable, professional, quick-witted, progressive, responsive, eloquent, and friendly. Always recommendable!

I have known Mark for many years as my Financial Planner, ever since my days as a Manager in the Commonwealth Bank. He has always been client focused, knowledgeable, clear in his advice and always helpful. I have since referred some of my family members to Mark who echo my experience. A great organisation with an exceptional principal.