Mark Clayton
Financial Adviser
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About
Mark Clayton is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from the University of Sydney and advanced financial planning qualifications from Kaplan Professional, including a Diploma and Advanced Diploma of Financial Services, Mark brings a wealth of knowledge and experience to his clients. He is also a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA), demonstrating his commitment to the highest ethical and professional standards. Mark is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise also extends to investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. This allows him to create tailored strategies to meet each client's unique needs and circumstances. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your family's future, Mark can provide the expert guidance you need. Contact Mark today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What financial planning services does Mark Clayton offer?
Mark Clayton provides a range of services including superannuation advice, retirement planning, wealth management, insurance solutions, and investment strategies.
What qualifications does Mark Clayton have?
Mark Clayton holds a Bachelor of Commerce from the University of Sydney, a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA).
How does Mark Clayton develop a financial plan for clients?
Mark works closely with each client to understand their financial goals, risk tolerance, and time horizon. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. This process includes regular reviews and adjustments to ensure the plan remains aligned with their evolving circumstances.
What can I expect during my first meeting with Mark Clayton?
During your initial consultation, Mark will discuss your current financial situation, your goals, and any concerns you may have. This meeting is an opportunity for you to get to know Mark and for him to understand your needs. He will explain his approach to financial planning and answer any questions you may have.
What is Mark Clayton's approach to investment management?
Mark Clayton's investment approach is based on a thorough understanding of each client's risk tolerance and financial goals. He aims to build diversified portfolios that provide long-term growth while managing risk effectively. He uses a range of investment options, including shares, bonds, and property, to achieve the desired outcomes.
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