Profile
Mark has over 30 years’ experience in financial services. He provides individuals and families with wealth advisory, tailored securities portfolio, and real estate investment management services.
Mark has substantial experience working with higher-net worth clients, understanding their requirements, and assisting them to optimise their investment objectives. He has assisted migrants from around the globe with their NZ focused financial decisions, including those who require advice and investment management services to meet visa acceptable investment criteria.
Mark worked as Private Client Manager with HSBC for 18 years and as a Financial Adviser with Newton Ross for 8 years. He has also worked for Old Mutual Plc in the UK and ANZ New Zealand. He holds a Graduate Diploma in Business Studies (Financial Planning) from Massey University, is a Certified Financial Planner (CFPcm) and is a Practitioner Member of both Financial Advice New Zealand and SIFA.