Mark Mahony
Financial Adviser
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About
Mark Mahony is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Mark holds a Bachelor of Applied Finance/Bachelor of Economics from Macquarie University (2008) and a Master of Applied Finance from Kaplan (2013). His commitment to excellence is further demonstrated by his certification as a Certified Financial Planner (CFP) with the Financial Planning Association (FPA) in 2019, now the Financial Advice Association of Australia (FAAA). Mark continually updates his knowledge, completing Ethics and Professionalism in Financial Advice through Kaplan Professional in 2020, and is a proud member of the FAAA. Authorised to provide advice on a broad range of financial products, Mark specialises in: • Superannuation advice • Insurance • Wealth management • Investment Life Insurance • Life Risk Insurance • Securities • Government Debt Securities Mark takes a client-centric approach, ensuring every strategy is aligned with your unique circumstances and aspirations. His services include: • Retirement planning • Investment strategies • Superannuation optimisation • Risk management and insurance solutions • Wealth accumulation 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 dreams.
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Frequently Asked Questions
What types of financial advice does Mark Mahony provide?
Mark specialises in superannuation advice, insurance, wealth management, investment life insurance, life risk insurance, securities and government debt securities. He provides comprehensive financial planning services tailored to your individual needs.
What are Mark Mahony's qualifications and professional affiliations?
Mark holds a Bachelor of Applied Finance/Bachelor of Economics from Macquarie University, a Master of Applied Finance from Kaplan, and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA). He is also a member of the FAAA.
What can I expect during my first meeting with Mark?
During your initial consultation, Mark will take the time to understand your current financial situation, goals, and risk tolerance. He will then outline a potential strategy and explain how he can help you achieve your objectives. This is also a great opportunity for you to ask any questions you may have.
How does Mark Mahony create a financial plan?
Mark creates personalised financial plans by first understanding your unique needs and goals. He then analyses your current financial situation, develops a tailored strategy, and regularly reviews and adjusts the plan as needed to ensure it remains aligned with your objectives.
Does Mark provide ongoing support and reviews of my financial plan?
Yes, Mark is committed to providing ongoing support and regular reviews of your financial plan to ensure it continues to meet your evolving needs and goals. He believes in building long-term relationships with his clients.
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