- Mark specialises in portfolio management and long-term wealth creation advice. His key area of focus for his clients is capital protection and providing regular income from their portfolio should they require.
- He prides himself on building strong relationships and delivering advice that is very well researched, easy to understand, and relevant to his clients goals.
- Mark has been an Authorised Financial Adviser since 2009 and has over 8 years’ experience in the industry. Prior to being a financial adviser he held management roles in the motor industry.
- He is married with two daughters and in his spare time enjoys maintaining their home, traveling and spending time with his family at the beach, usually The Coromandel - weather permitting!
Mark is an Authorised Financial Adviser, regulated by the Financial Markets Authority.