Mark Peters
Financial Adviser
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About
Mark Peters is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Mark holds a Bachelor of Economics (Honours) from Monash University (1993) and a Master of Economics from Monash University (1995). Demonstrating his commitment to ethical practice, Mark completed Ethics and Professional Relationships training at QUT in 2020. Mark is authorised to provide advice on a range of financial products, ensuring comprehensive support for your financial journey. This includes superannuation, wealth management, securities, derivatives and government debt securities. Key services offered: • Superannuation advice, including contributions, consolidation, and pension strategies • Wealth management solutions to grow and protect your assets • Investment advice on securities, derivatives and government debt securities • Personalised financial planning to achieve your long-term objectives Ready to take control of your financial future? Contact Mark Peters today for a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mark Peters offer?
Mark Peters is authorised to provide advice on superannuation, wealth management, securities, derivatives, and government debt securities. He can help you create a personalised financial plan to achieve your goals.
What qualifications does Mark Peters have?
Mark Peters holds a Bachelor of Economics (Honours) and a Master of Economics from Monash University. He has also completed Ethics and Professional Relationships training at QUT.
What can I expect during my first consultation with Mark Peters?
During your initial consultation, Mark will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss how he can help you achieve your objectives and provide a clear explanation of his services and fees.
How can Mark Peters help me with my superannuation?
Mark can provide advice on various superannuation strategies, including contributions, consolidation, and pension options. He can help you optimise your superannuation to maximise your retirement savings.
Does Mark Peters provide ongoing financial advice?
Yes, Mark offers ongoing financial advice to help you stay on track towards your goals. He will regularly review your financial plan and make adjustments as needed to reflect changes in your circumstances or market conditions.
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