About Mark

Mark is an adviser at Crest and has been since 2001. Mark enjoys the close relationships he has developed with many of his clients, both personally and in business. He thrives on helping and guiding clients in order for them to achieve their dreams.

During his time as an adviser he has completed all Diploma in Financial Planning modules and currently holds an Advanced Diploma in Financial Planning, together with other industry accreditations.

Mark has a keen interest in everything outdoors, and enjoys travelling with his wife, Kim, in this wide brown land and overseas to experience other countries and cultures.

Qualifications

  • Advanced Diploma in Financial Planning

Areas of Expertise

  • Personal Risk Covers
  • Retirement Income Stream
  • Superannuation
  • Transition to Retirement Planning

Memberships

  • Authorised Representative of Charter Financial Planning Limited