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Mark Olivetta
GradDipFP MSAFAA
Senior Private Client Adviser
I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments.
Mark embarked upon his career in the financial services industry in 2001. Since then he has accumulated extensive experience with Diplomas in Stockbroking and Financial Planning which have given him longevity in an advisory role. Mark provides advice to a range of clients including wealth accumulators, pre-retiree, retirees, high-net-worth and company boards. Mark is a Director of the management company that operates the Darwin office.
Investment Style
Mark structures investment portfolios to match each client’s individual needs and objectives. This includes tax effective strategies, asset allocation and risk management through diversification in Australian and International investment markets.
Services and Specialties
Wealth Management
Options and Warrants
Self-Managed Super Funds
Fixed Interest and Cash Management
Stockbroking
Margin Lending and Gearing Strategies
Retirement and Estate Planning
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
FPC005 Estate and Succession Planning
ASX Markets Responsible Executive Exam
Professional Diploma in Stockbroking
Associations
No items found.
Competencies
Generic
Securities
Derivatives Level 1
Margin Lending
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
Managed Investments
Financial Planning
Tax (financial) Adviser
Superannuation
I am a partner of NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me by way of percentage of fees. As a shareholder of NT Capital Pty Ltd, I may be entitled to a share of profits. As a Partner of NT Capital Pty Ltd, I will be entitled to a share of profits. As a Director of NT Capital Pty Ltd, I will be entitled to a share of profits.
