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MH

Mark Humphris

Financial Adviser

Adelaide Private Wealth
Adelaide, SA 5000

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About

Mark Humphris is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, Mark brings a wealth of knowledge and a client-centric approach to every interaction. Mark holds a Bachelor of Business (Banking & Finance) from the University of South Australia and a Diploma of Financial Planning from Deakin University and the Financial Planning Association of Australia (FPA). He has also completed the ASX Accredited Listed Products Adviser (ALPA) Program, demonstrating his commitment to ongoing professional development. Mark is a proud member of the Financial Advice Association of Australia (FAAA). Mark is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in crafting personalised strategies to help clients build wealth, protect their assets, and secure their financial future. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning 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.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment strategies Risk management

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000227232

Verify on ASIC Register

Authorised Representative Number

000324309

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Mark Humphris offer?

Mark Humphris provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He tailors his advice to meet your individual needs and goals.

What qualifications does Mark Humphris have?

Mark holds a Bachelor of Business (Banking & Finance) from the University of South Australia, a Diploma of Financial Planning from Deakin University and the Financial Planning Association of Australia (FPA), and has completed the ASX Accredited Listed Products Adviser (ALPA) Program.

What can I expect during my first meeting with a financial advisor?

During your first meeting, we'll discuss your current financial situation, your goals, and your concerns. This helps to establish a clear picture of your needs and allows me to develop a tailored financial strategy.

How does Mark Humphris stay up-to-date with the latest financial regulations and trends?

Mark is committed to ongoing professional development and regularly participates in industry training and seminars to stay informed about the latest regulations, trends, and best practices in the financial services industry.

How can financial advice help me plan for retirement?

Financial advice can help you create a comprehensive retirement plan that considers your income needs, lifestyle goals, and risk tolerance. We can help you optimize your superannuation, investments, and other assets to ensure a comfortable and secure retirement.

Get in Touch

Contact Mark directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.