Mark has been involved in the financial services profession since 1993 as both an insurance advisor and financial planner running his own business for much of that time. He believes in comprehensive advice as his clients' principle advisor providing detailed support throgh all aspects of their financial life with expertise and experience in investment and retirement planning; Centrelink; estate planning and complex risk management for business and self employed people.
Expertise
At a glance
- Adviser status Silver
- First year providing advice 1993
- Years of experience 32
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Highest qualifications
- Advanced Diploma of Financial Services (Financial Planning)
- Advanced Diploma of Accounting
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Language spoken
- English
Jam Financial Planning Pty Ltd
17 Flinders StWollongong, NSW 2500
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135