Mark Sacks
Financial Adviser
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About
Mark Sacks is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Mark holds a Diploma of Financial Services (Financial Planning) from King's International College (2004) and completed FPC002B Ethics and Professionalism in Financial Advice with Kaplan Higher Education in 2021, ensuring he adheres to the highest ethical standards in his practice. Mark is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is committed to providing clear, straightforward advice to help you navigate the complexities of the financial landscape. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice (Life Insurance, Risk Insurance, Securities, Retirement Savings Accounts, Government Debt Securities) Ready to take control of your financial future? Contact Mark Sacks today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mark Sacks offer?
Mark Sacks provides advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Mark Sacks have?
Mark Sacks holds a Diploma of Financial Services (Financial Planning) from King's International College and has completed training in Ethics and Professionalism in Financial Advice with Kaplan Higher Education.
What can I expect during my first consultation with Mark Sacks?
During your initial consultation, Mark will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalized strategy tailored to your needs.
How can Mark Sacks help with my retirement planning?
Mark can assist you in developing a comprehensive retirement plan that considers your income needs, investment options, and strategies for maximizing your superannuation benefits.
Why should I choose Mark Sacks as my financial adviser?
Mark Sacks is dedicated to providing ethical, professional, and personalized financial advice to help you achieve your financial goals. He focuses on building long-term relationships with his clients based on trust and understanding.
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