Bio

Get to know me

Mark is an independent financial adviser with 15 years' industry experience. His area of expertise is wealth building. He has extensive insight into financial markets and headed up operations for a trading company. He obtained his JSE registered securities trading license when launching a stock brokerage business. Mark has also spent time in the Asset Management industry, representing a multi-award winning Global Listed Property Asset Manager and thereafter, Discovery Invest in partnership with Investec AM/NinetyOne. Mark looked after over 400 financial advisers in the Western Cape, before deciding to engage with clients directly as an independent adviser. He has presented nationwide on trading and investments and has featured in the media as well.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Fiduciary Services
    • Medical Cover (Referal)
    • GAP Cover (Referal)

Qualifications

Qualifications

  • B.Comm. Hons (Business Management)

Interests

Things I like to do

  • I enjoy a game of tennis and padel or football (the British type)
  • A hike with family and friends
  • A visit to a wine farm for lunch is also my type of activity

CAMPAIGNS

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