Mark joined Evans and Partners in 2020 from within the E&P Financial Group and brings more than ten years’ experience working across the financial services industry in roles of tax planning, audit and wealth management.

In particular, Mark specialises in the construction and management of tailored portfolios for a range of clients, including high-net-worth individuals, younger professionals seeking to grow their wealth and retirees looking to preserve their capital and fund their lifestyle.

Drawing on the capabilities of the E&P Financial Group and his previous professional experience that includes a career not only as an auditor but also a military officer, Mark offers a structured and methodical approach to investment selection to understand the range of possible outcomes and importantly, limit risk to achieve the desired outcome. Mark believes communication is key to assisting and empowering his clients in their decision making,

Mark has a Bachelor of Arts, majoring in Economics from the University of NSW. In addition, he has completed a Graduate Diploma in Financial Planning as well as a Masters in Professional Accounting and a Chartered Accountant qualification. Mark completed the FASEA Financial Adviser Exam in 2021.

Expertise
  • Advisers
  • High-Net-Worth Investing
  • Personal Investment Advice
  • Superannuation and Retirement Strategies