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Mark Sullivan, a Private Wealth Adviser in Melbourne VIC

Mark Sullivan

Private Wealth Adviser, Melbourne
Level 7, 161 Collins Street, Melbourne VIC

Mark is a Private Wealth Adviser in our Melbourne office

About Mark

Mark is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.

Education and experience

Mark holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation and the Life Risk Specialist® accreditation from the Financial Planning Association of Australia (FPA).

Mark has completed a Bachelor of Commerce with Honours in Economics from Deakin University, a Master of Professional Ethics from the University of New South Wales (UNSW), a Master of Business Administration (Executive) from the Australian Graduate School of Management (AGSM) and a Graduate Diploma of Financial Planning from the Financial Services Institute of Australasia (FINSIA).

Mark is a Fellow of both the Financial Services Institute of Australasia (FINSIA) and the Australian and New Zealand Institute of Insurance and Finance (ANZIIF). He is also a former Foundation Board Member of the St Vincent’s Medical Research Institute.

Mark has over ten years' advisory experience working with professionals, business owners and wealthy families. For those with limited time to manage their own personal financial goals and objectives, he provides advice that is outcomes based and built on financial objectivity, expertise and discipline.

Mark specialises in providing strategic, tailored financial advice to assist professionals and business owners in successfully implementing and managing their Self Managed Super Funds (SMSFs), personal and business insurance and investment portfolio.