I believe it is important to take the time to educate clients along the way, on the strategy they are following and their investments, so that they are confident about their future.

Mark Folpp
Wealth Creation Financial Advisor

Mark Folpp

Financial Adviser

Mark joined PKF Wealth in 2013 and became a shareholder in 2014.

He began his career in 1988 in a variety of accounting roles within industry and public practice for a number of years, before focusing on investment and financial planning for the last 25 years.

Mark spent almost 20 years of this time with leading funds management companies in senior roles, before returning to his current advice-focused role. Mark has accumulated deep experience in the investment management industry, having seen a number of market cycles firsthand.

Mark holds specialist qualifications in Self-Managed Superannuation Funds and chairs the firm’s Investment Committee. He is passionate about making sure that clients fully understand where they are investing and why they are invested there.

Recent examples of work include:
  • Helping retired clients produce a reasonable level of income from their retirement savings in a period of record-low interest rates.
  • Counselling retired clients during a period of extreme investment market uncertainty and volatility to remain invested.
  • Ensuring client’s portfolios are diversified across sectors and asset classes to lessen the impact of major share market downturns.
Qualifications and memberships:
  • Bachelor of Commerce
  • Diploma of Financial Planning
  • Graduate Diploma of Applied Finance and Investments
  • Member of the Financial Planning Association of Australia (AFP)

ASIC Authorised Representative number: 446183

Authorised by PKFWAFSL Pty Ltd to provide financial advice and services relating to managed investments, superannuation, Self-Managed Superannuation Funds, life products, risk, shares and estate planning.

Specialisation

Graphic Of Investment Stock Market Data Analysis KH2DT3S

Wealth

Markets and COVID-19. What just happened?

The recovery in US share markets has been stronger than that seen in the rest of the world, despite the US being in a very deep recession. This recovery has been primarily driven by the heavy concentration of technology companies listed in US markets.

16 September 2020
Pulse Summer Edition 2021 Website Thumbnails

Wealth

A new and better way to manage investment portfolios

When it comes to the investment element of financial planning it may seem fairly straightforward at first glance, simply pick some decent investments or shares and sit back and let them do their work.

16 December 2021
As Oz Interest Rates Hit All Time Lows, Where Do Investors Go For An Income
As Australian Interest Rates Hit New All-Time Lows, Where Do Investors Go For An Income?

It remains to be seen if the RBA’s interest rate policy will be effective in delivering on this aim. What is certain, though, is that it is now becoming very difficult for conservative investors to earn a reasonable return on their cash and term deposits.

02 September 2019