About Mark

Mark was a valued Financial Adviser here at Crest from 2001 to 2020. He has now moved onto a role within the office as a Practice Consultant, assisting our advice team in formulating valuable financial advice. Mark enjoys the close relationships he has developed with many of our 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
  • Justice of the Peace (JP)

Areas of Expertise

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