Mark Steedman

Name (Last, First)
STEEDMAN, MARK
Company
NEWTON ROSS Private Wealth Management
Phone
09 377 5777
Mobile
(027) 200-1487
Address
Level 37, PwC Tower
15 Customs Street West
Auckland
Areas of Advice
Financial Planning, Investment
Professional Designations
CERTIFIED FINANCIAL PLANNER CM, Trusted Adviser, Financial Advice NZ
Profile
Mark is a Financial Adviser (FSPR No.503626) employed by Financial Advice Provider NEWTON ROSS Limited (FSPR No.8141), providing Investment Planning Services and Independent Financial Advice to Individuals, Families, Charitable Trusts and Institutions. Mark is also a Certified Financial Planner (CFPCM), and a Practioner Member of both Financial Advice New Zealand (since 2012) and the Society of Financial Advisers (SIFA).

Mark has more than 30 years’ experience working within financial services. Prior to joining NEWTON ROSS, Mark worked in Wealth and Private Banking for HSBC New Zealand 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 in New Zealand.

Mark has substantial experience working with higher net worth clients, and is therefore well positioned to understand the requirements of financially successful individuals and families. Mark also specialises in providing new migrants with financial advice when applying under the Investor 1 (Plus) & 2 Resident Visa and Parent Retirement Resident Visa categories, who require an Acceptable Investment Portfolio to meet Immigration New Zealand criteria.

Mark is married with 3 children and lives in Auckland, he enjoys golf, music and theatre.
Mark Edward Steedman