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Mark Mcinerney

Financial Adviser

McInerney Barratt Financial Solutions
Adelaide, SA 5000

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About

Mark Mcinerney is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Education from the University of SA (1991) and an Advanced Diploma of Financial Services from KAPLAN (2012), complemented by Ethics training from Kaplan (2019), Mark brings a wealth of knowledge and a commitment to ethical practice to every client interaction. As a member of the Financial Advice Association of Australia (FAAA), he adheres to the highest professional standards. Mark is authorized to provide advice on a broad range of financial products, ensuring that clients receive well-rounded support for their financial needs. He specialises in superannuation, insurance, wealth management, and retirement planning, empowering individuals and families to build a secure financial future. Mark's 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 • Investment advice Ready to take control of your financial future? Contact Mark today for a consultation and discover how personalized financial advice can make a difference.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000420378

Verify on ASIC Register

Authorised Representative Number

000242272

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Mark Mcinerney offer?

Mark provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He can help you with all aspects of building a secure financial future.

What qualifications does Mark Mcinerney have?

Mark holds a Bachelor of Education from the University of SA (1991) and an Advanced Diploma of Financial Services from KAPLAN (2012). He has also completed Ethics training from Kaplan (2019) and is a member of the Financial Advice Association of Australia (FAAA).

What can I expect during my first meeting with Mark?

During your initial consultation, Mark will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your unique needs and objectives. You can expect a clear and transparent explanation of all recommendations.

How can financial advice help me plan for retirement?

Financial advice can help you develop a comprehensive retirement plan that includes strategies for saving, investing, and managing your finances in retirement. An adviser like Mark can help you estimate your retirement needs, choose appropriate investments, and navigate the complexities of superannuation and pension plans.

Is Mark Mcinerney qualified to provide advice on superannuation?

Yes, Mark is authorized to provide advice on superannuation, including strategies for contributions, investment options, and retirement income planning. He can help you make informed decisions about your superannuation to maximize your retirement savings.

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.