About Wollemi Wealth Management
YOUR FINANCIAL ADVISOR
Mark believes everyone can benefit from the range of financial services Wollemi Wealth Management has to offer. We are a successful Financial Planning business aiming to deliver life-changing financial solutions to all our clients.
Our goal is to unravel the financial constraints holding many of us back.
We will charter your course, identify those financial problems and work together deciding on recommendations tailored to your specific situation.
Our goal is to provide appropriate advice resulting in achieving a better lifestyle and securing the financial future of your family.
We have strong ties in the local community and a firm commitment to taking care of all our clients and promise to deliver a better financial outcome.
Wollemi Wealth Management will continue to provide clients with a solid foundation to build their future.
Areas of Specialisation
Mark provides specialist advice in lots of areas including Superannuation, Retirement Planning, Aged Care, Insurance, Investment advice and Insurance.
He is a Superannuation specialist and enjoys providing advice to reduce fees and maximize the performance of client’s superannuation funds.
He has a passion of helping families who have parents entering Aged Care Facilities and is often asked, “Where do we start”?
Customising Insurance Advice involves ensuring you not only have the right cover, but the best cover available at the best price that suits you.
Mark holds a Masters of Financial Planning and a Graduate Diploma of Financial Planning. He is a member of the Financial Planning Association FPA, is registered with the Tax Practitioners Board and is a Justice of The Peace.
Mark has over 15 years experience in the Financial Services Industry and established Wollemi Wealth Management in 2013 to specialise in responsible investment financial planning advice.
The Wollemi Pine has been around for 90 million year but was only discovered in the Blue Mountains in 1994 by David Doble.
Renowned for it’s bubbly chocolate like bark and unusual dark green foliage, the Wollemi Pine sprouts multiple trunks which represents the trees ability to grow strong and survive all kinds of weather.
This ability to survive is the foundation Mark believes his business can deliver to clients so their financial future is able to grow and flourish.
Wollemi Wealth Management clients benefit from lower fees, a more reliable investment experience and a disciplined portfolio review technique.
To mentor and motivate our clients so they make exceptional financial decisions and achieve financial freedom.
To be the financial advice practice business owners and professionals seek out and entrust to secure and improve their family’s lifestyle and financial future.
To be passionate about helping our clients achieve their goals and dreams.