Mark started as a trainee at SWA Financial Planning in 2005. He has achieved much since then, completing his Bachelor of Commerce (Finance & Economics) and Masters of Commerce (Financial Planning) at the University of Wollongong and achieving Certified Financial Planner status in his own right.

 

Mark works closely with David Richardson in the preparation of comprehensive financial plans, Annual Reviews and investment research for his clients and also supports David in the technology and data systems department.

 

Among other key duties, Mark is the chief adviser responsible for the management of Centrelink issues on behalf of our clients and commonly deals with the more technical and complex social security issues.

 

Outside of work, Mark loves watching motor sports such as the Formula One and V8 Supercars.