Mark Barling
Financial Adviser
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About
Mark Barling is an ASIC-registered financial adviser based in Caringbah, NSW, with over three decades of experience in the financial services industry. Mark holds a Diploma of Life Insurance from the Australian Insurance Institute (1989) and a Diploma of Financial Planning from the Financial Planning Association of Australia (2000). He also possesses specialist knowledge in Self Managed Superannuation Funds acquired through the International Institute of Technology Pty Ltd (2015). Mark is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Mark can provide tailored advice to help you achieve your financial goals. Contact Mark today to arrange a consultation and discuss your financial future.
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Frequently Asked Questions
What types of financial advice does Mark Barling provide?
Mark Barling provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities.
What qualifications does Mark Barling have?
Mark holds a Diploma of Life Insurance from the Australian Insurance Institute (1989), a Diploma of Financial Planning from the Financial Planning Association of Australia (2000) and specialist knowledge in Self Managed Superannuation Funds acquired through the International Institute of Technology Pty Ltd (2015).
What is involved in Mark Barling's financial planning process?
The financial planning process typically involves an initial consultation to understand your financial goals and current situation, followed by the development of a tailored financial plan. This plan will be regularly reviewed and adjusted as needed to ensure you stay on track to achieve your objectives.
How can Mark Barling help me with retirement planning?
Mark can help you develop a comprehensive retirement plan that takes into account your desired retirement lifestyle, income needs, and risk tolerance. He can advise you on superannuation strategies, investment options, and how to maximise your retirement savings.
What can I expect during my first meeting with Mark Barling?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Mark will explain his services and how he can help you achieve your objectives. This is an opportunity for you to get to know Mark and determine if he is the right financial adviser for you.
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