"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.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
- Retirement and Estate Planning
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.
Industry Education & Experience
Qualifications
- ASX Markets Responsible Executive Exam, Kaplan, 2014
- Professional Diploma in Stockbroking, Kaplan, 2011
- Graduate Diploma of Financial Planning, Kaplan, 2023
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
- FPC005 Estate and Succession Planning, Kaplan, 2022
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
- Financial Planning
I am employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me by way of salary and percentage of fees. As a Director and shareholder of NT Capital Pty Ltd, I may be entitled to a share of profits.