Mark is a Financial Adviser (FSP 503626) with Financial Advice Provider ALVARIUM Wealth (NZ) Limited (FSP 20861). He provides Independent Investment Planning and Management services to Individuals, Families, Charitable Trusts and Institutions.
Mark is a Certified Financial Planner (CFPCM), and a Practitioner Member of Financial Advice New Zealand since 2012 and SIFA since 2018.
Mark has more than 30 years experience working within financial services. 19 years as Private Client Relationship Manager with HSBC New Zealand and 7 years as Financial Adviser with NEWTON ROSS (now combined with ALVARIUM NZ). Previous to these roles, 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 has also assisted many migrants from around the globe with their NZ focused financial decisions, including providing specialist advice to Investor Migrants applying under the visa categories that have a condition of satisfying acceptable investment criteria - he is therefore well positioned to provide these individuals with tailored investment solutions and management.