CFP, ADFS(FP), Bcom. Mark has a Bachelor of Commerce (Economics), an Advanced Diploma in Financial planning and is a Certified Financial Planner. He also holds specialist qualifications in the areas of self-managed superannuation funds, margin lending and direct equities and has worked in the financial planning and wealth management industry since 2006.
Mark started his career at BT Financial Group/Westpac Private bank before moving to another advisory role within the group (5 years), then to Equity Trustees (3 years), Mercer (4 years) prior to joining Pharus Wealth Advisory.
Mark is passionate about helping his clients make informed decisions to improve their wealth and lifestyle through tailored financial solutions across investment management, retirement planning, self-managed superannuation funds, estate planning and strategic financial planning.
Marks advice philosophy is simple in that it should be understandable, meaningful and specific to client goals and at its core should be based on regular communication, transparency, independence and mutual accountability.