Mark Pel
Financial Adviser
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About
Mark Pel is an ASIC-registered financial adviser based in Nowra, NSW, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Mark holds a comprehensive suite of qualifications, including a Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (FPA), a Diploma of Financial Planning, a Graduate Diploma of Financial Planning, and a Masters of Financial Planning from Kaplan Professional. Mark is an active member of the Financial Advice Association of Australia (FAAA), the Financial Services Institute of Australasia (FINSIA), and is an SMSF Specialist Advisor (SSA) with the SMSF Association, reflecting his commitment to upholding the highest standards of professionalism and ethical conduct. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Mark provides tailored advice and strategies in the following key areas: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment strategies Ready to take control of your financial future? Contact Mark today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mark Pel provide?
Mark Pel specializes in superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a comprehensive financial plan tailored to your individual needs and goals.
What qualifications does Mark Pel hold?
Mark is a Certified Financial Planner (CFP) with a Diploma of Financial Planning, a Graduate Diploma of Financial Planning, and a Masters of Financial Planning. He continually updates his knowledge through ongoing professional development.
What is Mark Pel's approach to financial planning?
Mark takes a client-centered approach, focusing on understanding your unique circumstances, goals, and risk tolerance. He develops personalized strategies to help you achieve financial security and peace of mind.
How does Mark Pel stay up-to-date with the latest financial regulations and industry best practices?
Mark is a member of several professional organizations, including the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA). He regularly attends industry conferences and completes continuing education courses to stay informed about the latest developments.
What should I expect during my first meeting with Mark Pel?
During your initial consultation, Mark will discuss your financial situation, goals, and priorities. He will explain his services and fees and answer any questions you may have. This meeting 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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