Dip Fin Plan (UK), Adv Dip Fin Plan, Grad Cert App Fin
Mark is a seasoned financial professional, having commenced his career in 2008 working for Barclays Bank and then Lloyds in the UK. After his arrival to Australia, he continued his journey in banking and finance, joining Bankwest in 2013 as a senior financial planner, and spending the next 8 years there and in the larger CBA organisation. Looking after clients across a diverse geographic area has provided Mark with an appreciation of the important considerations for professionals, families, and farming community clients. At Empire, Mark provides advice across a number of strategic matters, incorporating Superannuation and Self Managed Superannuation advice, retirement planning, cashflow, and debt management as well as investment, insurance, and estate planning solutions. With his British background and understanding of the UK pensions system, Mark is also well placed to provide assistance to UK expats living in Australia.
To satisfy his passion for helping people, and contributing to the community, Mark commenced his nursing degree in 2019, and is expected to finalise his qualifications as a nurse in 2022. He spends 1 day a week working in nursing, and during his studies was volunteering at Ronald McDonald House and Perth Children’s Hospital. This is a pursuit Mark will continue with on a part time basis in addition to his core financial planning profession.
Mark has completed his UK Financial qualifications (Diploma of Financial Planning), before his arrival to Australia, where he has since completed an Advanced Diploma of Financial Planning as well as a Graduate Certificate of Applied Finance. Mark is currently finalising his Bachelor of Health Science at Curtin University and is expected to be a fully qualified Registered Nurse in 2022.Message Us