Mark Geldens
Financial Adviser
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About
Mark Geldens is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business from the University of Technology Sydney (1991) and an Advanced Diploma of Financial Services from Tribeca (2004), Mark possesses a strong foundation in financial principles and practices. He is a member of Chartered Accountants Australia and New Zealand (ICAA), the Financial Advice Association of Australia (FAAA), and the SMSF Association, demonstrating his commitment to upholding the highest professional standards. Mark is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He is also skilled in offering guidance on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. His expertise allows him to craft tailored strategies to meet each client's unique needs and circumstances. Key services offered: • Superannuation advice • Retirement planning • Insurance solutions • Investment advice • SMSF advice Whether you're planning for retirement, seeking to protect your family's future, or looking to grow your wealth, Mark can provide the expert guidance you need. Contact Mark today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Mark Geldens offer?
Mark Geldens provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What are Mark Geldens' qualifications and professional memberships?
Mark holds a Bachelor of Business from the University of Technology Sydney and an Advanced Diploma of Financial Services from Tribeca. He is a member of Chartered Accountants Australia and New Zealand (ICAA), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
What can I expect during my first consultation with Mark?
During your first consultation, Mark will take the time to understand your financial situation, goals, and concerns. He will then provide you with an overview of how he can help you achieve your objectives and answer any questions you may have.
How does Mark Geldens tailor his advice to individual client needs?
Mark believes that every client is unique, and he takes a personalised approach to financial planning. He will work closely with you to develop a strategy that is tailored to your specific circumstances and goals.
What is the process for becoming a client of Mark Geldens?
The process begins with an initial consultation to discuss your financial needs and goals. If you decide to proceed, Mark will develop a personalised financial plan for you. He will then implement the plan and provide ongoing support and advice.
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