An intelligent, approachable, forward-thinking Adviser with over 13 years in the industry.
As Co-chair of both the Stonehouse Investment and Compliance Committees, Mark is heavily involved in the ensuring the Advisory team keeps up to date with the ever evolving financial services landscape. He is also dedicated to ensuring Stonehouse clients are provided with best practice investment and strategic advice offerings.
Mark has a diverse client base and predominantly specialises in retirement planning, superannuation, tax, risk management and investment strategies for retirees, business owners and professionals. His commitment to actively working with his clients to assist them in achieving their financial and lifestyle goals is paramount.
Always happy to offer his opinion and get involved, Mark draws on a wide range of technical knowledge attained via ongoing professional education, regular intensive reading, previous business dealings and a vast network of professional associates.
His industry memberships include the Association of Financial Advisers (AFA), the Financial Planning Association of Australia (FPA) and the Boutique Financial Planning Principals’ Group (BFP).
Mark is well travelled and appreciates meeting new and interesting people. He is also an active member of Indooroopilly Golf Club and enjoys reading, dining out, and spending time with his family and friends.
Mark is available for appointments at our Indooroopilly and Gold Coast offices.