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MH

Mark Hoy

Financial Adviser

Wollemi Wealth Management
Lithgow, NSW 2790

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About

Mark Hoy is an ASIC-registered financial adviser dedicated to helping individuals and families in Lithgow and throughout Australia achieve their financial goals. With a strong educational foundation including an Advanced Diploma of Financial Planning, a Graduate Diploma of Financial Planning, and a Master of Financial Planning from Kaplan Professional, Mark combines academic rigour with practical experience to deliver comprehensive and tailored advice. Mark is also an Accredited Aged Care Professional, demonstrating his commitment to providing specialized advice to those navigating the complexities of aged care. As a member of the Financial Advice Association of Australia (FAAA), Mark adheres to the highest ethical and professional standards. Mark is authorized to provide advice on a wide range of financial products, ensuring his clients receive well-rounded and effective strategies. His areas of expertise include superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Mark today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies Aged care financial advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000523831

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Australian Business Number

12164567217

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Authorised Representative Number

000276755

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Frequently Asked Questions

What types of financial advice does Mark Hoy provide?

Mark Hoy specializes in superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Mark Hoy hold?

Mark Hoy holds an Advanced Diploma of Financial Planning, a Graduate Diploma of Financial Planning, and a Master of Financial Planning from Kaplan Professional. He is also an Accredited Aged Care Professional.

How does Mark Hoy tailor financial advice to individual needs?

Mark takes a holistic approach, carefully assessing each client's unique circumstances, goals, and risk tolerance to develop personalized financial strategies. This ensures that the advice is aligned with their specific needs and aspirations.

What can I expect during my first consultation with Mark Hoy?

During your initial consultation, Mark will take the time to understand your current financial situation, your goals, and any concerns you may have. He will then provide an overview of how he can help you achieve your financial objectives.

Is Mark Hoy a member of any professional associations?

Yes, Mark Hoy is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of professionalism and ethics in the financial advice industry.

Get in Touch

Contact Mark directly for personalised advice.

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