Mark is a Certified Financial Planner (CFP®), Life Risk Specialist (LRS®) and Accredited Estate Planning Strategist (AEPS®) with over 15 years’ industry experience in assisting his clients to make prudent decisions in protecting their wealth and creating certainty for themselves, their families and intended beneficiaries. Prior to establishing PRP’s Queensland offices, Mark held Senior Risk Adviser and Principal Adviser roles with ANZ Private Bank, ANZ Corporate Bank and Experien Insurance Services (a division of Investec Private Bank).
With a client base of business owners, professionals and senior executives, Mark has developed a highly skilled advice and facilitation model to deal with the complex estate planning and business succession issues of his valued clients. Mark operates on a concentric approach to his client’s estate and/or business succession goals by forming an alliance with their existing professional advisers. With the client’s involvement and that of their accountant and specialist succession lawyer, Mark facilitates discussion surrounding the critical factors of business succession, estate continuity and/or personal risk planning and formulates and implements an action plan to ensure that their intentions are supported by the appropriate legal and accounting structures.
Mark is a member of the Financial Planning Association (FPA) and Association of Financial Adviser (AFA) as well as a contributor to the SMSF Education website, an online resource for Self Managed Super Fund Industry. Mark also sits on a number of life insurance advisory boards to assist in the development of product and service and is passionate in continuing to develop a strong professional reputation for his industry.
Mark is married to wife Rebecca who have three 3 children. Mark enjoys playing golf, watching cricket, cooking, appreciates good wine, loves the company of good friends & family and with Rebecca is devoted to the development and growth of their children.
Mark is QLD & NSW principal responsible and accountable for the PRP business and all advisory functions