Mark started MBA Financial Strategists as a small financial planning practice in 1985 on King William Road in Unley. MBA FS has grown to a business that now employs over 30 people and is regarded as one of Akumin Financial Planning’s leading financial planning practices nationally. In addition, the practice was named as one of only three finalists in the national 2017 Financial Planning Association (FPA) Award for Professional Practice of the Year.
Mark’s overriding focus is to provide holistic, professional financial planning advice to a wide range of clients, tailored to suit their individual situations and help them reach their goals at every stage of life.
Mark himself has been recognised over the years for delivering best practice advice for his clients and in 2017 he was added to the Most Trusted Adviser Network and in 2015 was shortlisted for the Financial Planning Association CFP® Professional of the Year award. He recently moved into the newly created position of general manager of MBA Financial Strategists, allowing him to oversee his team of professional financial advisers and provide strategic direction and further growth for the business.
Mark is an authorised representative and credit representative of Akumin Financial Planning Pty Limited and a member of the Financial Advice Association Australia (FAAA). He is a CERTIFIED FINANCIAL PLANNER® professional and a specialist in self- managed superannuation funds and investor-directed portfolio services.
Mark is also a media spokesperson for Akumin Financial Planning Pty Limited, providing regular commentary on personal finance in print and electronic media nationally.
Make an appointment with Mark by clicking on an appointment type on his calendar below and simply choose an appointment type then select a day and a time that suits you.
Your privacy is important to us. You may request access to your personal information at any time by calling us on 8357 3999. Information collected will be subject to Akumin’s Privacy Policy available at http://www.akumin.com.au/privacy-policy. You can also contact us if you do not wish to receive information from us anymore.