Senior Financial Adviser
CFP, GDFP, Dip FP, Cert. Comm.FP, Cert. FB, CD
ASIC Identification number 235733
In 1982 at a young age Mark started his career in the Financial Services sector where he ended up becoming branch accountant of BNZ Perth. In 1987 he became a Financial Adviser and founder of Complete Financial Solutions (a provider of holistic financial services including Financial Advice, Accounting & Mortgage Brokering). After 34 years running his business with the help of a well credentialed team, Mark and the team merged the practice with Wealthwise in 2021. The synergies between the two businesses were strong and represented an exciting turning point for Mark and his staff.
As a Financial Adviser at Wealthwise Mark is now part of a bigger team who provide high quality Financial Services at a very personal level for their clients. His experience both at a technical level and importantly at a interpersonal skill level make him a valuable resource for his clients.
He holds several qualifications, some of which are at AQF8 level. They include a Post Graduate Diploma in Financial Planning, a Diploma of Financial Planning through Deakin University, a Graduate Certificate in Commerce through the University of Western Sydney and a Certificate in Mortgage Brokering. He is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia.
Mark’s knowledge and experience gained over decades of working with his clients is his strength. His passion is to help people not only in his business life but also at a personal level. He is a regular volunteer in his local community where he hopes that his contributions help those that need it and that it encourages others to do the same – his view is that it’s important to leave the world a better place, through both your career and your personal life.
ABN 54 139 889 535 AFSL 357306