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Mark Allara
BBus DipFP SSA™ SMSF Specialist Advisor™
Director - North Quay
At all times I ask myself is this advice or recommendation in the client's best interest.
Mark has in excess of 15 years experience in accounting and financial advice. Mark's range of financial advice to both individual and corporate clients includes listed stocks, direct investments, superannuation and retirement planning, cash flow and debt management, effective investment structures, asset protection, managed funds, risk management and estate planning.
Investment Style
Risk management and client objectives are critical to financial strategies and ultimately investment recommendations. Mark seeks to optimise returns and minimise risk by client-focused strategic asset allocation and considered portfolio construction. Mark aims to minimise fees and taxes by using the most effective investment structure and recommendations, targeting imputation credits and tax deferred income if suitable whilst managing capital gains.
Services and Specialties
Portfolio Administration
Stockbroking
Fixed Interest and Cash Management
Wealth Management
Self-Managed Super Funds
Retirement and Estate Planning
Qualifications and Professional Affiliations
Bachelor of Business (Accounting)
Diploma of Financial Planning
SMSF Specialist Adviser™
Associations
Affiliate Member of the Institute of Chartered Accountants Australia
Senior Associate of the Financial Services Institute of Australasia
Specialist Member SMSF Association Australia
Competencies
Superannuation
Managed Investments
Life Insurance
Derivatives Level 1
Margin Lending
Securities
Generic
Financial Planning
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - Brisbane North Quay. My employer remunerates me by way of salary. As a shareholder of VCA Finance Pty Ltd, I may be entitled to a share of profits.
