“We concentrate on getting the strategy right in the first place and that depends totally on what drives you, what your objectives are.”
Mark is a multi-award-winning adviser specialising in wealth management strategies, superannuation and estate planning, for successful business owners and professionals and has been named National Adviser of the Year by Securitor Financial Group three times.
With more than 25 years of advisory experience, he has acquired a gift for explaining complex things in simple terms to make sure his clients genuinely understand matters affecting their money. That includes legal issues around trusts and estates, superannuation rules and of course, tax laws.
He became a Director of Pitcher Partners Private Wealth in 2001; is a Certified Financial Planner CFP® with a Master of Business Administration; and is an Authorised Representative of Pitcher Partners Private Wealth Pty Ltd.
Qualifications and memberships
- Certified Financial Planner CFP®
- Master of Business Administration (University of Melbourne)
- Diploma of Financial Planning (FPA)
- Member of the Financial Advice Association Australia (FAAA)
