Mark Cupitt
Financial Adviser
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About
Mark Cupitt is an ASIC-registered financial adviser dedicated to helping individuals and families in Taren Point, NSW, achieve their financial goals. With a solid foundation built upon an Accounting Certificate from the Department of Technical & Further Education (1986) and a Bachelor of Business from Monash University (1996), Mark has been a Certified Practicing Accountant (CPA) with CPA Australia since 2001. His commitment to ongoing professional development is evident through his Diploma of Financial Services from Kaplan Professional Education (2004) and his accreditation as an ASX Accredited Listed Products Adviser (ALPA Program) from Kaplan (2009). As a member of the Association of Independently Owned Financial Professionals (AIOFP), Mark is authorized to provide advice on a comprehensive range of financial products. This includes superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Mark’s holistic approach ensures that all aspects of your financial well-being are considered. Key services offered 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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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mark Cupitt offer?
Mark Cupitt provides comprehensive financial advice, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. He is authorized to advise on a range of financial products to suit your individual needs.
What qualifications and experience does Mark Cupitt have?
Mark Cupitt holds an Accounting Certificate, a Bachelor of Business, is a Certified Practicing Accountant (CPA), holds a Diploma of Financial Services, and is an ASX Accredited Listed Products Adviser (ALPA). He has been working in the financial services industry for many years, providing expert advice and guidance to his clients.
How does Mark Cupitt develop a financial plan for his clients?
Mark Cupitt develops personalized financial plans by first understanding your unique financial situation, goals, and risk tolerance. He then uses his expertise to create a tailored strategy that helps you achieve your objectives. Regular reviews and adjustments ensure your plan remains aligned with your evolving needs.
What can I expect during my first meeting with Mark Cupitt?
During your initial consultation with Mark Cupitt, you can expect a friendly and professional discussion about your financial goals and current situation. He will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Mark is the right financial adviser for you.
Why should I choose Mark Cupitt as my financial adviser?
Mark Cupitt offers personalized financial advice backed by years of experience and a commitment to ongoing professional development. As an ASIC-registered financial advisor, and member of the AIOFP, Mark adheres to the highest standards of ethical conduct and always puts your best interests first. His dedication to client satisfaction makes him a trusted partner in your financial journey.
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