Mark Lowe
Financial Adviser
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About
Mark Lowe is an ASIC-registered financial adviser dedicated to helping clients in Aberfeldie and across Australia achieve their financial goals. With over two decades of experience in the financial services industry, Mark holds a Certified Financial Planner designation from the Financial Planning Association of Australia (since 2000), is an SMSF Specialist Adviser (SMSFA, since 2006), and holds Graduate Diplomas of Financial Planning from both RMIT (2011) and Kaplan Professional (2025). He is also a member of the Financial Advice Association of Australia (FAAA). Mark is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management and retirement planning. He stays current with industry changes, completing courses such as Introduction to Aged Care and Intermediate Aged Care Facts and Finance (Aged Care Adviser network, 2011) and ongoing professional development through Kaplan Professional in areas such as ethics, taxation and financial planning. Mark's expertise allows him to provide tailored advice and strategies in the following key areas: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Mark can provide you with clear, actionable advice. Contact Mark today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Mark Lowe offer?
Mark Lowe provides advice on a wide range of financial products and services including 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 each client's unique needs.
What qualifications does Mark Lowe have?
Mark Lowe is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPAA), an SMSF Specialist Adviser and holds Graduate Diplomas in Financial Planning from RMIT and Kaplan Professional. He also completes regular professional development to stay up-to-date with the latest industry knowledge.
What can I expect during my first meeting with Mark Lowe?
During your initial consultation, Mark will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline how he can help you achieve your objectives and provide a clear explanation of his fees and services. This initial meeting is designed to be informative and collaborative.
How does Mark Lowe stay up-to-date with changes in financial regulations?
Mark Lowe is committed to ongoing professional development and regularly participates in courses and seminars to stay abreast of the latest changes in financial regulations and industry best practices. He also has memberships with professional bodies like the FAAA.
Is Mark Lowe qualified to provide advice on Self-Managed Super Funds (SMSFs)?
Yes, Mark Lowe is an SMSF Specialist Adviser, certified by the SMSFA. He can provide expert advice on all aspects of SMSF establishment, management, and compliance.
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