Auckland

Mark has more than 30 years of high-level financial experience giving him a deep understanding of business and finance and an ideal foundation for his work as a Financial Adviser. For the past eight years Mark has been specialising as an insurance adviser.

He is dedicated to learning about his clients’ personal goals and will use them to build a financial security plan focused on their specific needs. Mark’s attention to detail, good listening skills and great empathy are symbols of his dedication towards his clients which shines through in his thriving business. Mark’s professionalism helps him build long-term relationships with his growing client base and provide excellent customer service.

Mark knows everyone’s economic and life situation is unique and he keeps this in mind when providing financial advice. He believes that personalised service is essential when matching clients with the right financial products and service while demystifying insurance jargon into plain English.

Once the client’s custom-tailored financial plan is in place, Mark will continue working with them to review achievements against the required aims, and ensure his clients are comfortable everything is moving forward according to plan.

Mark is the proud recipient of the Sovereign Apex Gold Award 2018.

Physical Address:
100 Bush Road (Building 2, Level 1), Albany 0751