Mark Fraser
Financial Adviser
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About
Mark Fraser is an ASIC-registered financial adviser based in Robina, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Mark holds a Diploma and Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Finance & Mortgage Broking Management), and a Graduate Diploma of Financial Planning, all from Kaplan Professional. Furthering his expertise, he is also an SMSF Specialist Advisor accredited by the SMSF Association and has completed the ASX Listed Products Accreditation Course. His commitment to ethical practice is demonstrated through completion of the Ethics and Professionalism in Financial Advice Course. He's also an Accredited Aged Care Professional. As a member of the MFAA, Mark is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also proficient in advising on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Mark is passionate about delivering personalized financial solutions that address the unique needs of each client. His areas of expertise include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or need assistance with your superannuation, Mark is here to guide you every step of the way. Contact Mark today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Mark Fraser provide?
Mark Fraser specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you with everything from setting up your superannuation to creating a comprehensive retirement plan.
What qualifications does Mark Fraser have?
Mark holds a Diploma and Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Finance & Mortgage Broking Management), and a Graduate Diploma of Financial Planning, all from Kaplan Professional. He is also an SMSF Specialist Advisor and an Accredited Aged Care Professional.
What can I expect during my first meeting with Mark Fraser?
During your initial consultation, Mark will take the time to understand your financial situation, goals, and concerns. He will then develop a tailored financial plan designed to help you achieve your objectives. You can expect a professional, friendly, and informative experience.
Does Mark Fraser offer advice on insurance?
Yes, Mark provides comprehensive advice on various types of insurance, including Investment Life Insurance and Life Risk Insurance, to protect you and your family against unforeseen events.
How can Mark Fraser help me with my retirement planning?
Mark can assist you in developing a robust retirement plan that takes into account your financial goals, risk tolerance, and desired lifestyle. He can provide advice on superannuation, investments, and other strategies to ensure a comfortable and secure retirement.
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