What is a CFP?

CERTIFIED FINANCIAL PLANNER^TM, CFP^® and the mark are international marks representing the highest professional certification that can be awarded to a financial planner.

CFP practitioners have completed rigorous study in financial planning, have extensive industry experience and abide by the FPA Code of Ethics and Rules of Professional Conduct. 

On our retirement we approached Mark to help us sort out our situation in regards to us receiving a part-pension.  Mark was able to assist us through the process in a very easy and stress free manner.  We found Mark to be supportive through this process and we believe he went above and beyond the normal services of a Financial Adviser.  Even to the point that he accompanied us to a Centrelink meeting and kept in close contact with us the whole time.  We would happily encourage others of a similar situation to seek advice and assistance through Mark.

David and Jan - Poultry Farmers (now retired)

I have known Mark since 2004 and he has been my financial adviser since that time.  I have found him to be most honest with me and am more than happy with his advice and attention to detail.  I would recommend him for his friendly, relaxed yet professional approach to investing.

Glennys - Book-keeper (semi-retired)

After selling our car detailing business, we found that Mark showed us how to tax effectively invest our money.  We are more than happy with the services provided by Mark especially paying attention to all figures and paperwork with our investments.  I have the utmost confidence in Mark. 

Greg and Maree - Small Business Owners (now retired)

We have dealt with Mark for 7 years.  Firstly Mark consolidated our Superannuation, using funds from non-performing plans together with salary sacrifice contributions from us.  When we finally sold our business and retired, Mark further consolidated our funds into Allocated Pensions, with excellent tax benefits and earnings, but at all times keeping in mind our specific requirement of perhaps making a Seachange sooner or later.  Mark has proven to be extremely professional and patient with our Superannuation/retirement planning, explaining the various aspects very well.

Alan and Joy - Renovation Business Owners (now retired)