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Mark Opie

 Mark Opie

Share profile:
460 Bourke St
Melbourne
VIC
3000
AU

Overview CONTACT THE ADVISER

Mark Opie Mark Opie

total Reviews

27

Experience

11yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

10 yrs + FP experience, CFP®, holistic advice. I'll help you sort out your finances and get on track for financial independence.

No obligation first consultation, and you don't have to be an existing Credit Union member to see me.

Consultation can be done via teleconference, Skype, in person at our office or at your home or office.

I welcome anyone with an interest to call me for an initial 15 minute chat to work out the next steps.

Click to book time with me

My mobile is 0468 890 236.

Mark Opie

Company:

People's Choice Credit Union
People's Choice Credit Union

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AUSTRALIAN CENTRAL CREDIT UNION LTD
AUSTRALIAN CENTRAL CREDIT UNION LTD
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Preparing for RetirementPreparing for Retirement
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments

Latest Customer Reviews (3 of 27 total)See all

"I was amazed by the way Mark has managed my case showing great empathy professionalism and outstanding social skills. I felt like being treat by a family member rather than stranger. I was extremely pleased about this as nowadays is managed with absolutely no empathy. Good to know there's still good people like Mark out there. "

Dino , 35-45 24 Aug 2017

"Mark helped me find the right life insurance in an efficient and cheerful manner. He was really helpful throughout the whole process and I highly recommend his services."

Celeste, Under 35 23 Aug 2017

"Mark was so great to deal with! More than happy to explain things in layman's terms for someone who doesn't speak financial language at all! "

Stephanie , Under 35 22 Aug 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 11 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

460 Bourke St, Melbourne
VIC 3000 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 7PM
Thursday:   9AM to 7PM
Friday:   9PM to 5PM
Saturday:   10AM to 1PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 27 Total Reviews
Dino , 35-4524 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was amazed by the way Mark has managed my case showing great empathy professionalism and outstanding social skills. I felt like being treat by a family member rather than stranger. I was extremely pleased about this as nowadays is managed with absolutely no empathy. Good to know there's still good people like Mark out there. "

Celeste, Under 3523 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark helped me find the right life insurance in an efficient and cheerful manner. He was really helpful throughout the whole process and I highly recommend his services."

Stephanie , Under 3522 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark was so great to deal with! More than happy to explain things in layman's terms for someone who doesn't speak financial language at all! "

Bradley, Under 3522 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark is a Financial Planner for my current employer, Peoples Choice CU. He has done an absolutely fantastic job with my income protection. Originally for IP & TPD I was covered only via my super & this would only cover my income for 2 years, I was not aware of this. Mark explained to me that other products were available to me in the market that would cover me until I turn 65/70. I could not thank Mark enough for the service he has provided me & the surety I now have if anything unforeseen is to arise I know my family is covered."

Cathy, 46-5518 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Before I met Mark, my finances were disorganised and my superannuation was a mystery to me at a time when I needed to be preparing for retirement. Mark helped organise my fInances, sort my super and arrange a new loan. He has given me confidence that I am on the path to being equipped for the future. He patiently explains the mysteries of finance and is always available to answer questions. I would recommend him without hesitation."

Barrie, 46-5518 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark is a very friendly and knowledgeable advisor. He has provided excellent investment advice and has always been up front and open in explaining fees and charges, as well as risks and potential returns. Importantly, he has always treated my wife and I as friends rather than just clients and so has been able to provide advice and recommendations specifically tailored to our needs and goals."

Bronwen, 46-5518 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very satisfied, & would make a more helpful comment if it were only for performance appraisal, however, I decline permission to publish comment on website. "

Kevin and Mary, 56-6518 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark has been our saviour if only we had him years ago. He is so helpful nothing is too hard or a problem, he has helped us so much with our finances , Super and any paperwork we have found difficult. I have recommended him to many of my friends and family. He always keeps in touch to make sure we are going ok and if need will organise a visit to help us if we have problems with our finances or Super. He is able to communicate to us so we can understand "

Jeff, 46-5518 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have found Mark to be easy to talk to and he always responds quickly to any queries I have. I have been very pleased with the solutions he has provided me with and will definitely recommend him"

Alan, 56-6518 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark is very easy to talk to & always responds to any queries i may have. His knowledge & expertise is very much appreciated."

Geoffrey, 65+18 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Not very happy with BT as most of the time the Account Balance will not change for 3 or 4 days."

Meredith, 65+18 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I always felt confident that Mark was managing our finances well and we didn't have to worry about it. His advice was clearly explained and he was always well prepared for our meetings."

Annie, 35-4518 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very knowledgeable person, listens well to what we say and understands our needs, not pushy. Great experience and advice."

John , 65+16 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark has been so helpful with centerlink and all requests you ask him all ways helps"

Emele, 46-5516 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark did the leg work and was smooth transition as he made it easier for me to understand and was able to provide an affordable insurance for me . Kept updating me with what was happening. Thank you Mark - fanastastic customer service. Em -3977"

Kristee, 35-4515 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I highly recommend Mark for Financial Planning advice. As a client and colleague of Mark's he provides excellent knowledge and advice tailoring it my familys needs. He assisted in arranging adequate cover for personal insurance for myself and my husband to ensure my daughters are provided for if something was to happen. We also have the peace of mind now with a Will in place which is very important for everyone."

Karen, 35-4515 Aug 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Mark is very professional adviser with great care for his clients. He helped us in choosing products which meet our needs and explained all products information in a manner which we understand. His ongoing service are much appreciated by us. He is a friendly and approachable person whilst been very professional in his service. "

Maz , 56-6514 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark is our wonderful financial advisor and we always speak highly of him to our friends. Would recommend him to anyone. "

Dorothy, 35-4514 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dorothy Camilleri-Wozniak 3756 I had Mark look at our financial situations for quite a few years. My daughter as well and most people that I have recommended to Mark have been quite satisfied with the progress. Mark is honest, reliable and will be straight to the point with no hidden agendas. Devoted to his work amd to get the best possible outcome that is suitable to you. Totally recommend Mark."

Vincent, Under 3514 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark Opie went above and beyond to find a personal protection underwriter which met my specific needs. Mark also assisted me with finding and consolidating to a superannuation fund that met my personal ethics of being environmentally sustainable and cruelty free. Disclosure: I work for the same employer as Mark Opie. I am however a personal client of his in my own right also."

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Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
18
Customers

#2
Building Super
STRENGTH
16
Customers

#3
Preparing For Retirement
STRENGTH
13
Customers

#4
Savings Investment
STRENGTH
12
Customers

#5
Tax Effective Strategies
STRENGTH
9
Customers

x

Overall rating

100%

Mark Opie

Company: People's Choice Credit Union

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Mark Opie is a member of and in what capacity, the licensee or company of Mark Opie and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Mark Opie (see report card scoring)

Qualifications: 100%

Compliance: 57%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%