Mark is a Financial Adviser (FSPR No.503626) with NEWTON ROSS (FSPR No.8141) who is an Authorised Body of Financial Advice Provider Alvarium Wealth (NZ) Limited. Mark provides Independent Investment Planning and Ongoing Financial Advice services to Individuals, Families, Charitable Trusts and Institutions. Mark is also a Certified Financial Planner (CFPCM), and a Practioner Member of Financial Advice New Zealand since 2012 and SIFA since 2018.
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 Bank 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. Having also worked with clients over many economic and market cycles, Mark is also additionally well placed to assist with the optimal design of an asset base to address any potential investment risks, and to meet specific investment objectives and lifestyle goals.
Mark also assists in providing new migrants with Investment Planning and Ongoing Financial Advice (custom portfolio) services when applying under the Immigration New Zealand Active Investor Plus Visa or Parent Retirement Resident Visa categories.