Mark has been in the financial services industry for 30 years. In his role, he tailors strategies to help his high net worth clients save for both their retirement and post-retirement needs to ensure they achieve their personal financial goals and enjoy a comfortable retirement. His advice includes local and offshore investing and investment structures to meet each client’s individual needs. Mark regularly reviews and monitors his clients’ goals by keeping abreast of market conditions and developments in the industry and placing his clients first. In addition to his existing portfolio of individuals he has several corporate companies where he assists the staff with their retirement and investment needs.
His career has included working in commercial and private banking and as an investment consultant in marketing and management roles to high net worth individuals with two leading life assurance companies and three large listed commercial banks. Mark joined Private Wealth Management in 2009.
Mark has a Certificate in Financial Planning, a Certificate in Financial Markets and an Advanced Certificate in Financial Markets. He has completed the Regulatory Exams and is an Accredited Financial Planner.
Mark enjoys the outdoors whether it’s playing golf, mountain biking or travelling.