Mark Wenzel

Suntax Financial Planning

Gold

24 Yrs Experience

Sunbury, VIC 3429

About Mark
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"Mark is a seasoned financial advisor with a diverse background in investment research, stockbroking, corporate finance, and financial planning. His dedication to continuous learning has equipped him with a comprehensive understanding of the critical elements in providing exceptional client advice.

Beyond his professional pursuits, Mark is a passionate cook, specializing in bread and pizza. He also enjoys golfing, cheering on the Collingwood Football Club, and spending quality time with friends & family. His two children, aged 18 and 16, keep him grounded and youthful.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Small Business Advice
Borrowing
Tax Strategies
Wills & Estates

5.00 July 2023

Excellent, patient, kind so knowledgeable and takes time to explain. Very good in communication, great information and suggestions that works good for us.

5.00 May 2023

Mark is always prompt and extremely knowledgeable with financial advice.

Mark goes over and above with his assistance and is highly recommended.

5.00 June 2021

Mark is extremely professional within all facets of budgeting and making your money work for you. Thanks Mark.

4.75 October 2020

Mark provides us with on going advice relating to our SMSF in its pension mode, selecting and up dating our portfolio investments to suit and maximise returns in changing market conditions. We feel very comfortable with Mark's advice and receive his prompt attention as and when we require it.

3.75 October 2020

Relatively recent relationship with Mark. Two years max. He is knowledgeable and listens to my needs and responds to those needs. I have relied on the Hopkins group and trust the advice they give, and chosen safety over aggressive share exposure. To this end Mark has assisted me with his much deeper understanding of the markets. Very content with the discussions that we have had and I am comfortable talking to Mark. Mark explains the choices he makes regarding my investments and why they suit my risk adversity. Very happy to continue this relationship. I find it uncomfortable whenever I am given a different advisor as it takes time to establish a new relationship and the trust attached. As well as my relationship with Mark I also value highly the assistance from Michael and Vedant. It is my intention to continue to be a Hopkins client for a very long time. Appreciated Gordon and Lynne REID

Adviser status Gold
Rating 4.79
Number of reviews 13
First year providing advice 2000
Years of experience 24
Highest qualifications
- Graduate Diploma of Financial Planning
- Graduate Diploma of Applied Finance and Investment
Language spoken
- English