Mark commenced his financial services career in 2005. With experience in financial and investment markets, and having worked in financial planning both in boutique and large investment banks, Mark joined Tupicoffs in 2015.
Mark enjoys providing unbiased tailored financial and investment advice to help clients build passive income streams to meet their lifestyle objectives. Mark has a particular interest in helping small to medium business owners meet their personal financial goals as they transition to retirement and beyond.
As both a CFP® (Certified Financial Planner®) and CFA (Chartered Financial Analyst), Mark is committed to the highest financial and ethical standards in the provision of advice.
Mark is a committee member of the Brisbane CFA Chapter where he regularly presents to and engages with universities, including on topics such as ethics in finance. Mark is also on the FPA’s Policy and Regulations Committee where he provides feedback and consultation on the FPA’s industry regulation submissions.
Mark is both a Certified Financial Planner and Chartered Financial Analyst. He also holds a Bachelor of Commerce (majoring in finance and accounting) and Economic. Mark also holds a Diploma in Financial Planning and has specialist SMSF Accreditation. Mark has won many industry awards, most recently being awarded Top 3 National Finalist – 2018 Money Management Financial Planner of the Year and Second Runner-Up for the PlanPlus Global Financial Planning Awards.
MY ADVICE PHILOSOPHY
After completing degrees in Economics and Commerce I wanted to be able to apply my knowledge to help families have a better financial future. I think it is important to provide outstanding advice and I have completed the Chartered Financial Analyst program and the Certified Financial Planner certification to ensure my clients get the very best advice. As a husband and father I understand the financial pressure families can face and the difference good advice can make.