Mark Oliver
Wealth Protection Financial Adviser
Mark Oliver – Wealth Protection Financial Adviser
Mark states the part of his role that he likes best is developing an ongoing relationship with his client that is clearly focused on their financial goals in order to protect them, their partners, their business and their families from the unexpected.
He is a personal & business insurance specialist with over two decades of experience, ranging from helping people who are just starting out on their financial journey to protect themselves from the unexpected, through Small to medium enterprises protect their individual partners, to large corporations needing to manage group insurance arrangements as part of their staff benefits.
Qualifications:
Diploma of Financial Advising (Sec Inst)
Diploma of Financial Services (Financial Planning)
Memberships/Awards:
Financial Advice Association Australia (FAAA) – Advice Practitioner
2011 Life Risk Champion – The Risk Store