Mark’s work style is consultative, professional, and relaxed. He’s detail-oriented, which is essential when dealing with highly regulated and complex areas of financial planning. He focuses on the big picture and takes a practical and common-sense approach when making recommendations or providing advice.
He doesn’t like surprises, so Mark is proactive and initiates discussions when he foresees a challenge or opportunity. Mark views his corporate clients as business partners and wants to help them utilize their employee benefits programs to gain a competitive edge in their respective markets.
For 10 years, Mark has worked with corporate clients to implement and manage their employee benefits programs. This allows him to accurately benchmark employee benefits offerings across various industries in Australia, and explain what benefits are expected and what is exceptional. As an experienced and accredited financial planner, he possesses in-depth knowledge of superannuation and insurance. These are highly complex areas in Australia, and it is crucial to understand the market in terms of product providers, the legislative environment, and employees’ attitudes towards this.