Mark Spicer
Financial Adviser
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About
Mark Spicer is an ASIC-registered financial adviser dedicated to helping individuals and families in Toowong, QLD, achieve their financial goals. With a strong foundation built on a Certified Practising Accountant (CPA) designation from CPA Australia (2002) and a Graduate Diploma of Financial Planning from FINSIA (2006), Mark brings a wealth of knowledge and experience to his clients. His commitment to ethical practices is underscored by his completion of Ethics and Professionalism in Financial Advice training with Kaplan Professional (2020). Mark is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in crafting tailored retirement plans and offers expert guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Mark can provide the expert advice and support you need. Contact Mark today to schedule a consultation and take the first step toward a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mark Spicer offer?
Mark Spicer provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What are Mark Spicer's qualifications?
Mark is a Certified Practising Accountant (CPA) with CPA Australia and holds a Graduate Diploma of Financial Planning from the Financial Services Institute of Australia (FINSIA). He has also completed Ethics and Professionalism in Financial Advice training with Kaplan Professional.
What is the process for working with Mark Spicer?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Mark will then develop a personalized financial plan tailored to your needs. He will then help you implement the plan and provide ongoing support and advice.
What can I expect from a financial planning session with Mark Spicer?
You can expect a thorough review of your financial situation, clear and understandable explanations of your options, and a personalized financial plan designed to help you achieve your goals. Mark is committed to providing transparent and ethical advice.
Does Mark Spicer only work with high-net-worth individuals?
Mark works with a diverse range of clients, from individuals just starting out in their careers to families planning for retirement. His services are tailored to meet the specific needs of each client, regardless of their net worth.
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