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Mark Prior

 Mark Prior

Share profile:
116 Darby Street Level 1
Newcastle
NSW
2300
AU

Overview CONTACT THE ADVISER

Mark Prior Mark Prior

total Reviews

90

Experience

37yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Crest Financial Services Pty Ltd
Crest Financial Services Pty Ltd

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:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice

Latest Customer Reviews (3 of 90 total)See all

"Mark has been my confidant for several years & I couldn't be happier with the service that he provides. "

Garry, 56-65 16 Oct 2017

"Mark gave us great advice and educated us on building our Super. Very happy."

Michael, 46-55 13 Oct 2017

"Good down to earth explanations."

Alan, 56-65 4 Oct 2017

History & Qualifications CONTACT THE ADVISER

My membership

No membership found

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

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 1
116 Darby Street, Newcastle
NSW 2300 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 90 Total Reviews
Garry, 56-6516 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark has been my confidant for several years & I couldn't be happier with the service that he provides. "

Michael, 46-5513 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mark gave us great advice and educated us on building our Super. Very happy."

Alan, 56-6504 Oct 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Good down to earth explanations."

Peter, 56-6528 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I am very happy with Mark's prompt attention and detailed advice on all areas. He is very friendly. "

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

"Thanks Mark - You have helped us understand our super and many options available. We appreciate your passion to ensure we are understanding and our overall needs are being met."

Christopher, 56-6520 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have worked with mark over many years. I have found him to be knowledgeable and professional in all dealings with regards to insurances and superannuation over time."

Garry, 56-6519 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Engaging Mark's services approximately 3 years ago has allowed me to retire earlier then expected and maintain required cashflow and enjoy some growth. Found Mark to be sincere and his advice appropriate. "

Pam, 65+06 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy with the service from Mark. He is very pleasant to work with. "

Geoff, 56-6501 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very pleasant and informative."

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

"Mark has provided me with many options over time to improve my retirement and income position. His advice has been invaluable, timely and professional. "

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

"Mark has provided adequate advice into our retirement. He is more then helpful in ensuring our income and centrelink needs are being met on an ongoing basis"

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

"We have been very pleased with the service Mark has provided since becoming clients only 12 months ago. He has always conducted our financial planning affairs with professionalism and helps us look at all options to accommodate our needs. "

Kim, 46-5517 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Happy with service and advice looking after my needs. "

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

"Mark has looked after my financial affairs for many years. His expertise and knowledge has allowed me to retire well before I thought I would under normal circumstances. I have no hesitation in recommending him to friends and associates."

Suzanna, 65+06 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have worked with Mark now for a number of years, and have always felt comfortable with his attitude to my financial needs and advice. Things are becoming so complicated financially, it needs ongoing advice and support, such as he provides."

Kelly, 35-4501 Jun 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Very happy with review"

Karen, 35-4531 May 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"I've dealt with Mark for a number of years and always found his advice to be helpful."

Russell, 35-4525 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy with the advice and level of service provided."

Raymond, 65+23 May 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Mark has looked after our financial needs for many years now. He is always willing to explain things and has helped us gain a comfortable retirement. We would not hesitate to recommend him!"

Kylie, 35-4519 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matt and I have placed our trust in Mark to deal with our changing circumstances over time with regard to our Superannuation and Insurance needs over many years. Always found him to be acceptable to our needs and professional."

1 2 3 4 5
       

Vouch for & Skills Ranking CONTACT THE ADVISER

5

Number of advisers who vouch for the integrity of this adviser

5

CHARTER FINANCIAL PLANNING LIMITED
MATRIX PLANNING SOLUTIONS LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
71
Customers

#2
Preparing For Retirement
STRENGTH
55
Customers

#3
Insurance Protection
STRENGTH
44
Customers

#4
Estate Planning
STRENGTH
40
Customers

#5
Tax Effective Strategies
STRENGTH
18
Customers

x

Overall rating

100%

Mark Prior

Company: Crest Financial Services Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Mark Prior is a member of and in what capacity, the licensee or company of Mark Prior 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 Prior (see report card scoring)

Qualifications: 100%

Compliance: 93%

Experience: 100%

Quality of Advice: 99%

Customer Satisfaction: 100%