Mark Hegney

RiskCorp Financial Planning

Silver
10 Yrs Experience
West Perth, WA 6005
I recently started my own Financial Planning business a decision I made after realising that I could do things better, but had to take ownership to make things happen. I want to provide the best level of service and develop a business that focuses on quality not quantity. I am here to help.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 8
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

RiskCorp Financial Planning

Suite 13, Level 1, 1260 Hay St
West Perth, WA 6005

Licensed by

Lifespan Financial Planning

AFSL 229892

4.90
8 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Mark firstly assisted us with our income protection insurance, but we were so impressed with his attentive service, knowledge, and attention to detail that when we needed advice with our superannuation we decided to turn to him instead of our existing financial advisor. He was only too happy to help and we are glad we made the switch. We would recommend Mark to our family and friends without hesitation."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"No"

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

"Mark was knowledgeable and personable while assisting me through some complex requirements."

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

"Mark was consistently cheerful, helpful, professional and provided the expertise to efficiently deal with my matter and exceed all my expectations. I would strongly recommend his services to anyone."

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

"Provides good clarity and point of view. Delivers advisory with the best interest of the client. Provides options as well as guidance of what is necessary and what would be extreme. Down to earth, calm and personable. I’d recommend a chat with Mark."

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

"Mark is a truly wonderful adviser. He goes above and beyond for myself and my family. He explains everything in terms I can understand. I would recommend Mark to anyone in need of an adviser."

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

"Mark and I 'clicked' with each other, we get along very well. Very much a 'people' person."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark is committed to ensuring he is providing all the information so that informed decisions can be made. He communicates well and doesn't over-complicate matters. He has a great understanding in his field and is very intuitive to my financial needs. I have no hesitation recommending him to friends and family, as I have done."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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