Mark is based in Newcastle and is a Senior Executive Adviser in the PKF Wealth Creation team, becoming 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 23 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 first hand.
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.
He holds a range of qualifications which underpin his industry experience. These include a Bachelor of Commerce, a Graduate Diploma of Applied Finance and Investments and the Diploma of Financial Planning.
- ASIC Authorised Representative number: 446183
Authorised under licence by Securitor to provide financial services and advice relating to:
- Managed investments
- Self-managed superannuation funds
- Personal insurance
- Margin lending