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Mark Nagle

Financial Adviser

Treysta Wealth Management Pty Ltd
Sydney, NSW 2000

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About

Mark Nagle is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Diploma of Financial Planning from Deakin University (2004) and as an active member of the Financial Advice Association of Australia (FAAA), Mark brings a wealth of knowledge and a commitment to ethical advice. Mark is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for every client's unique needs. This includes superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice to maximize your retirement savings • Comprehensive insurance solutions to protect your assets and loved ones • Strategic wealth management to grow your investments • Personalized retirement planning to secure your future • Investment advice tailored to your risk profile and goals Whether you're planning for retirement, seeking to grow your wealth, or need to protect your family's future, Mark can provide expert guidance and support. Contact Mark today to schedule a consultation and take control of your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Insurance solutions Investment strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000445825

Verify on ASIC Register

Authorised Representative Number

000304916

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Mark Nagle offer?

Mark Nagle provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Mark Nagle have?

Mark Nagle holds a Diploma of Financial Planning from Deakin University (2004) and is a member of the Financial Advice Association of Australia (FAAA).

What is Mark Nagle's approach to financial planning?

Mark takes a personalized approach, focusing on understanding your unique circumstances and goals to develop tailored financial strategies. He prioritizes building long-term relationships based on trust and transparency.

How can I schedule a consultation with Mark Nagle?

You can contact Mark directly through his website or by phone to schedule an initial consultation. During this meeting, you can discuss your financial goals and explore how Mark can help you achieve them.

What should I expect during my first meeting with Mark?

During your first meeting, Mark will discuss your financial situation, goals, and risk tolerance. He will explain his services in detail and answer any questions you may have. This meeting is an opportunity for both of you to determine if you are a good fit for a long-term financial planning relationship.

Get in Touch

Contact Mark directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.