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 4.95
  • Number of reviews 11
  • 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