102 Reviews

Mark Williams

W2 Wealth Pty Ltd

Platinum

19 Yrs Experience

Eastwood, SA 5063

About Mark
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

4.50 April 2023

Mark is very efficient, respectful, and helpful. Mark explains plans well, and works in a relaxed and friendly manner that puts me at ease during appointments. Mark and his staff follow-up any questions, plans or issues promptly. I have progressed from feeling apprehensive when I first sought assistance upon retirement to feeling confident about my financial future.

4.00 April 2023

Excited to start my journey to financial freedom and security with Mark.

4.50 April 2023

I find Mark can communicate on my level and give advise I can understand.

5.00 April 2023

Mark is a friendly professional financial adviser who has done more for me regarding my finances in a few months than my previous planner in a few years. He & his team provide timely advice, recommendations & education in areas I really needed it. My portfolio is better balanced now & doing well through challenging times.

5.00 January 2022

Mark is an extremely pleasant adviser to deal with, who understands my organisation's unique investment requirements and without fail has gone the extra step to find appropriate investments for us.

W2 Wealth Pty Ltd

Unit 1, 53-57 Glen Osmond Rd
Eastwood, SA 5063

9:00am – 5:00pm Monday – Friday

In person
Phone
Video call

Adviser status Platinum
Rating 4.80
Number of reviews 102
First year providing advice 2005
Years of experience 19
Highest qualifications
- Bachelor of Financial Services (Honours)
- Certified Financial Planner (CFP)
Language spoken
- English