Mark Borg
Principal / Financial PlannerI have been in the Financial Services Industry for over 20 years. I can provide a full range of services as outlined and specialize in Self Managed Superannuation Funds (SMSF) and Investor directed portfolio services. I enjoy working in this industry and aim to develop close working relationships with my clients to provide comprehensive and holistic financial advice based on their individual needs.
Married with two children I enjoy spending time with family and love assisting with their various sporting pursuits. My favourite sporting activities are water and snow skiing.
What do I enjoy about financial planning?
I enjoy growing my clients' wealth and providing security through financial independence. I have a strong belief that all individuals deserve freedom and choice and believe financial independence can assist in achieving these goals.
Something you don’t know about me ...
I used to play rugby for the Port Pirates to age forty and played in the Cup winning team in 2003.
How I can advise you
- Retirement planning
- Financial planning
- Investment planning
- Superannuation including Self Managed Super Funds (SMSF)
- Wealth creation
- Insurance (life cover, disability, income protection and trauma)
Qualifications
- CERTIFIED FINANCIAL PLANNER™
- Diploma in Financial Planning
Memberships & Associations
- Financial Planning Association of Australia