Mark is a highly qualified superannuation specialist with over 30 years’ experience in the financial services industry. His detailed knowledge and experience comes from working hands on with self-managed superannuation funds on a daily basis.
Mark is a Specialist Member of the SMSF Association, a member of the National Tax & Accountants’ Association (NTAA) and a Registered Tax Agent specialising in superannuation. In addition Mark holds both a Bachelor of Business (Accounting) and a Graduate Diploma in Financial Planning.
Mark has been employed by, and worked as a consultant for, a number of leading fund managers and superannuation funds within Australia, including Aviva, Merrill Lynch Investment Managers, IOOF Investment Management and Plum Financial Services.
Mark’s other passions include following the mighty Bombers, being heavily involved in the running of the local cricket club, spending time with family and friends, and undertaking major projects around the home.
Superannuation The Fair and Sustainable Superannuation Bill and Excess Transfer Balance Tax Bill legislation which passed in November 2016, introduce the 1 […]
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