Mark Borg
Financial Adviser
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About
Mark Borg is an ASIC-registered financial adviser based in Unley, South Australia, committed to providing tailored financial solutions to help his clients achieve their financial goals. With a strong foundation built upon a Diploma of Financial Planning from the Financial Planning Association of Australia (2001) and further enhanced by a Graduate Diploma of Financial Planning from Kaplan Higher Education (2022), Mark possesses a comprehensive understanding of the financial landscape. He has also completed specialist training in Margin Lending and Geared Investments, as well as the ASX Listed Product Accreditation Course. Authorised to provide advice on a wide range of financial products, Mark can assist you with superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you are planning for your retirement, seeking to grow your wealth, or require guidance on insurance, Mark can provide expert advice tailored to your unique circumstances. Contact Mark today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Mark Borg offer?
Mark Borg specialises in superannuation advice, insurance, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Mark Borg have?
Mark holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2001), completed training in Margin Lending and Geared Investments (2010), and has an ASX Listed Product Accreditation (2013). He also holds a Graduate Diploma of Financial Planning from Kaplan Higher Education (2022).
What is the process for becoming a client of Mark Borg?
The first step is to arrange an initial consultation. During this meeting, Mark will discuss your financial goals, assess your current situation, and explain how he can assist you. Following this, he will develop a tailored financial plan to help you achieve your objectives.
How can Mark Borg help me plan for my retirement?
Mark can help you develop a comprehensive retirement plan that takes into account your current financial situation, desired lifestyle, and retirement goals. He can advise you on superannuation strategies, investment options, and income planning to ensure a comfortable retirement.
What should I expect during my first meeting with Mark Borg?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Mark will listen carefully and ask questions to gain a thorough understanding of your needs. He will then explain how he can help you achieve your objectives and outline the next steps.
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