Mark has more than 29 years’ experience working within financial services. Prior to joining NEWTON ROSS, Mark worked in Private Banking and Wealth Management for HSBC for 19 years where he held the position of Senior Relationship Manager. Previous to this role, Mark worked for Old Mutual Plc in the United Kingdom and ANZ Bank New Zealand.
Mark has substantial experience working with business owners and higher net worth clients, and is therefore well positioned to understand the requirements of financially successful individuals and families.
Mark provides Independent Financial Advice and Investment Management to Individuals, Charitable Trusts and Institutions, with a specialist service to new migrant Investor and Parent Retirement Visa applicants requiring an Acceptable Investment Portfolio to meet Immigration NZ criteria.
Mark is an Authorised Financial Adviser (FSP No.503626), a Certified Financial Planner (CFPCM) and a Practioner Member of Financial Advice New Zealand and the Society of Independent Financial Advisers (SIFA).
Mark is married with 3 children and lives in West Harbour, Auckland, and enjoys golf, music and theatre.