Mark Lockhart
Financial Adviser
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About
Mark Lockhart is an ASIC-registered financial adviser dedicated to helping individuals and families in SUTHERLAND, NSW, achieve their financial goals. With a career spanning over two decades, Mark combines extensive experience with a commitment to providing personalised and trustworthy advice. Mark's qualifications include an Advance Diploma of Accounting from Illawarra Institute of Technology (1999), and he has continually expanded his knowledge through certifications such as Taxation Planning from Tribeca (2006), Margin Lending and Geared Investments from Kaplan (2010), and both an Advanced Diploma and Diploma of Financial Services (Financial Planning) from Kaplan (2012). He is also a proud member of the Financial Advice Association of Australia (FAAA), reflecting his dedication to upholding the highest professional standards. Authorised to provide advice on a wide range of financial products, Mark can assist you with superannuation, insurance, and wealth management strategies, in addition to guiding you through the complexities of retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services include: • 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.
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Frequently Asked Questions
What types of financial advice does Mark Lockhart offer?
Mark Lockhart provides advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. He can help you create a tailored plan to achieve your financial goals.
What are Mark Lockhart's qualifications and experience?
Mark Lockhart holds an Advance Diploma of Accounting, a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Services (Financial Planning). He also holds certifications in Taxation Planning and Margin Lending and Geared Investments. He has been working in the financial services industry for over 20 years.
How does Mark Lockhart approach financial planning?
Mark takes a client-focused approach, beginning with a thorough understanding of your current financial situation, goals, and risk tolerance. He then develops a personalised strategy designed to help you achieve your objectives. He will explain his recommendations clearly and provide ongoing support to help you stay on track.
What can I expect during my first meeting with Mark Lockhart?
During your initial consultation, Mark will discuss your financial goals, gather information about your current financial situation, and explain his services and fees. This meeting is an opportunity for you to ask questions and determine if Mark is the right financial adviser for you.
Why should I choose Mark Lockhart as my financial adviser?
Mark Lockhart is an experienced and qualified financial adviser dedicated to providing personalised and trustworthy advice. He is committed to helping his clients achieve their financial goals through tailored strategies and ongoing support. His membership with the FAAA demonstrates his commitment to professional standards.
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