Mark Trahair
Financial Adviser
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About
Mark Trahair is an ASIC-registered financial adviser based in Bright, Victoria, dedicated to helping clients achieve their financial goals with personalized and strategic advice. Mark holds a Diploma of Financial Services (Financial Planning) from Mentor Education (2007) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan (2011). This robust educational background, coupled with his membership in the Responsible Investment Association Australasia (RIAA), ensures Mark provides knowledgeable and ethical advice tailored to your unique circumstances. Mark is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Mark can help you navigate the complexities of the financial landscape. Key services include: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management strategies • Retirement planning • Investment advice, including Securities and Government Debt Securities 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.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mark Trahair offer?
Mark Trahair offers advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, and investments, including securities and government debt securities. He can help you with everything from growing your wealth to planning for retirement.
What qualifications does Mark Trahair have?
Mark Trahair holds a Diploma of Financial Services (Financial Planning) from Mentor Education and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan. He is also a member of the Responsible Investment Association Australasia (RIAA).
What is Mark Trahair's approach to financial planning?
Mark takes a personalized approach to financial planning, taking the time to understand your individual circumstances, goals, and risk tolerance. He then develops a tailored strategy to help you achieve your financial objectives.
How do I get started with Mark Trahair?
The first step is to schedule an initial consultation. This will give you an opportunity to discuss your financial goals and learn more about how Mark can help you. Contact him today to book an appointment.
What should I expect during my first meeting with a financial advisor like Mark Trahair?
During your first meeting, you can expect to discuss your current financial situation, future goals, and any concerns you may have. Mark will ask questions to gain a clear understanding of your needs and preferences, and explain how he can provide value.
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