Mark is a Private Wealth Adviser in the Ballarat office for the Shadforth Financial Group.
Mark has a Bachelor of Business (Accounting) from Swinburne University of Technology in Melbourne. He is also a registered tax agent and a Certified Practising Accountant (CPA) with Financial Planning Specialisation (FPS).
He was previously Managing Director of Spencer's Accountants and Life Financial Services before merging with Shadforth Financial Group in 2012. He successfully built a Financial Planning business from scratch to one of the most prominent financial planning and accounting businesses in regional Victoria. Mark has been providing personal wealth management and financial advice since 1985. Over this time he has been successful in helping his clients align their financial choices with their most important goals and deeply held values.
Mark also has extensive experience helping his clients get their financial houses in correct order and keeping them that way. His objective is to help his clients have a high level of confidence that no matter what happens in the markets, the economy or the world they have the highest probability of achieving their goals.
Away from work, Mark enjoys time with his wife and children. He enjoys playing golf and tennis and has recently taken up standup paddle boarding and surfing. He keeps himself fit with running and regular yoga.