Mark specialises in private investment advice by providing investment plans to his clients to give them certainty and confidence, so they have control of their lifestyle choices.
He has over 40 years’ experience in financial services and has spent the last 24 years as a Financial Adviser. He holds a Diploma in Financial Planning from Waikato University and is a Certified Financial Planner.
Mark is a long-time Auckland resident and in his spare time enjoys camping, boating and fishing with his wife and three sons. He is also actively involved in Rotary and has received the Paul Harris Fellow for services to Rotary.
Mark is an Authorised Financial Adviser regulated by the Financial Markets Authority.