Mark Cecil

Vision Wealth Strategies

Silver
17 Yrs Experience
Mount Hutton, NSW 2290
Best part of my job - helping people achieve their goals and building genuine long term relationships with my clients. Most challenging part - Compliance. Regulation is a good thing to protect client best interests but it comes at a cost (unfortunately also to the client) and I feel as an industry we are compliance heavy.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

$220 initial meeting fee for new clients.

Upfront and ongoing costs transparent and fully disclosed when scope of work is determined.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Vision Wealth Strategies

Suite 1 and 2 Lake Macquarie Fair, 46 Wilsons Road
Mount Hutton, NSW 2290

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.90
9 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Mark has given my wife and I sound advice on budgeting, finance, super and retirement options & strategies along with estate planning. Mark's explanation of all areas was clear and easy to understand. We are confident that Mark has given us advice that will help and support us over the coming years and allow us to be in a position to retire comfortably. We feel Mark cares about us and our future and that means the most to us. We look forward to working with Mark into the future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark was extremely professional and knowledgeable. Pleasure to deal with."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark is extremely professional and explained everything to me in detail. When we were unsure on limits of cover, or the requirements needed, Mark was helpful in providing advice and leading us to a result that we felt very comfortable. Nothing was ever to much for Mark to do for us. I couldn't recommend Mark enough."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I feel that with Mark’s excellent knowledge he has provided me with a clear way of understanding my Funds and I feel very confident. I feel he has given me the right advice and choices. I would definitely recommend him to anyone that needs a good Fp"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I dealt with Mark recently to get my personal insurances organised and get some investment advice. Mark was very thorough in gathering information about my situation before explaining my options and making recommendations. Mark's service was excellent and I am confident in the advice he has given me."

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark and Jess are always very responsive to any questions or queries and very through with follow up."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark was very helpful in assisting me with investment advice and a plan to grow my assets. He explained all options clearly and I am confident that the advice given was right for my needs."

  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has been so helpful in helping me sort out my super, insurances and savings. He is always checking in to see how I'm going and to ensure I'm still on track with my financial goals. He explains things in an easy to understand way to ensure we are both on the same page. I highly recommend Mark and the team at Simmons Livingstone & Associates for your financial planning needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark had assisted my family and I to ensure we are adequately protected via Insurances should any unfortunate event occur. He was able to review our insurances and provide a competitive offer as well as a wider choice of coverage based on products he recommended. He also assisted in identifying some Investment strategies which will help me in the near future. I would recommend Mark to anyone wanting a pleasant experience and great outcome. Raj"

  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2006

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2018

Professional Memberships

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Mark's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Mark able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Mark's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Mark to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Mark?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Mark provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Mark may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Mark Cecil
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens