Mark Thomas
Financial Adviser
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About
Mark Thomas is an ASIC-registered financial advisor dedicated to helping individuals and families in ROZELLE, NSW, achieve their financial goals. With a Bachelor of Economics from Sydney University (1986) and a Professional Diploma in Stockbroking from Deakin University (2002), Mark brings a wealth of knowledge and experience to his practice. His commitment to professional development is demonstrated by his SDIA Accreditation Program (2002) and completion of Ethics and Professional Relationships training at QUT (2020). Mark is authorized to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. He is passionate about creating tailored financial strategies that align with his clients' unique circumstances and aspirations. Key services include: • Superannuation advice • Wealth management strategies • Investment portfolio construction • Retirement planning • Securities and derivatives trading Ready to take control of your financial future? Contact Mark today for a consultation and discover how he can help you achieve your financial objectives.
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Licence & Registration Details
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Frequently Asked Questions
What services does Mark Thomas offer?
Mark Thomas provides comprehensive financial advice, including superannuation advice, wealth management strategies, investment portfolio construction, retirement planning, and trading in securities and derivatives.
What qualifications does Mark Thomas have?
Mark holds a Bachelor of Economics from Sydney University, a Professional Diploma in Stockbroking from Deakin University, SDIA Accreditation, and has completed Ethics and Professional Relationships training at QUT.
What can I expect during my first consultation with Mark Thomas?
During your initial consultation, Mark will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
Can Mark Thomas help me with my superannuation?
Yes, Mark specializes in providing superannuation advice, including strategies for maximizing your superannuation benefits and planning for retirement.
What is Mark's approach to financial planning?
Mark believes in a client-centered approach, where he works closely with his clients to develop a deep understanding of their needs and goals. He then creates customized financial strategies that are designed to help them achieve their objectives.
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