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.
$220 initial meeting fee for new clients.
Upfront and ongoing costs transparent and fully disclosed when scope of work is determined.
Mark was recommended to me from my broker. From initial contact, Mark was friendly, professional and easy to work with. He has assisted me in my financial planning. I know he is a phonecall away which is very reassuring. Thanks Mark. :)
Mark’s service is excellent, quick to respond, highly knowledgeable and communicative. Mark’s empathy in trying times made everything as stress free as possible.
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.
Mark was extremely professional and knowledgeable. Pleasure to deal with.
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.
- Adviser status Silver
- Number of reviews 11
- First year providing advice 2005
- Years of experience 17
- Advanced Diploma of Financial Planning
Vision Wealth StrategiesSuite 1 and 2 Lake Macquarie Fair, 46 Wilsons Road
Mount Hutton, NSW 2290
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Infocus Securities Australia Pty Ltd