Mark Mcconnell
Financial Adviser
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About
Mark Mcconnell is an ASIC-registered financial adviser based in Mackay, Queensland, dedicated to helping clients achieve their financial goals through personalized advice and comprehensive strategies. With a strong academic foundation that includes a Graduate Diploma of Financial Planning, a Master of Financial Planning from Kaplan Higher Education, and specialized knowledge in Self Managed Superannuation Funds and Margin Lending, Mark brings a wealth of expertise to every client interaction. He also stays current with regulatory requirements, evidenced by his recent Ethics and Professionalism in Financial Advice certification. As a member of the Australian Financial Complaints Authority (AFCA), Mark adheres to the highest standards of professional conduct and client care. He is authorized to provide advice on a broad range of financial products, ensuring holistic solutions tailored to individual needs. Mark can provide expert advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), retirement planning, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts • Government Debt Securities 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 Mcconnell offer?
Mark Mcconnell specializes in providing advice on superannuation, insurance (Investment Life and Life Risk), retirement planning, Retirement Savings Accounts and Government Debt Securities. He tailors his advice to meet your specific financial needs and goals.
What are Mark Mcconnell's qualifications?
Mark holds a Graduate Diploma of Financial Planning, a Master of Financial Planning, Tier 1 Margin Lending accreditation, and a Self Managed Superannuation Funds certification, all from Kaplan Higher Education. He also holds FPC002B Ethics and Professionalism in Financial Advice. These qualifications demonstrate his commitment to providing knowledgeable and ethical financial advice.
What is the first step in working with Mark Mcconnell?
The first step is to schedule an initial consultation. This allows Mark to understand your current financial situation, your goals, and your risk tolerance. From there, he can develop a personalized financial plan tailored to your needs.
What can I expect during a financial planning consultation with Mark?
During a consultation, you can expect a thorough discussion of your financial situation, including your assets, liabilities, income, and expenses. Mark will ask questions to understand your financial goals and risk tolerance. He will then explain how he can help you achieve your goals and answer any questions you may have.
How does Mark Mcconnell stay up-to-date with changes in the financial industry?
Mark is committed to ongoing professional development and regularly participates in training and education programs to stay informed about the latest changes in financial regulations, investment strategies, and product offerings. This ensures that he can provide you with the most current and relevant advice.
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