Mark Reidy
Financial Adviser
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About
Mark Reidy is an ASIC-registered financial adviser based in Traralgon, Victoria, dedicated to helping clients achieve their financial goals with clear, personalised advice. With a Bachelor of Business from Monash University Gippsland (1994), Mark further enhanced his expertise by becoming a Certified Practising Accountant (CPA) in 1999, an SMSF Specialist Advisor in 2005 and a Certified Financial Planner in 2007. His extensive training and experience ensure that clients receive the highest quality guidance. As a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association, Mark adheres to the highest ethical and professional standards. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Mark offers comprehensive advice and support in the following key areas: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Whether you are planning for retirement, seeking to grow your wealth, or needing to protect your family's future, Mark can provide tailored solutions to meet your unique needs. Contact Mark today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What services does Mark Reidy offer?
Mark Reidy provides a range of financial advisory services, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you with investment strategies, retirement planning, and protecting your assets through insurance.
What qualifications does Mark Reidy have?
Mark holds a Bachelor of Business, is a Certified Practising Accountant (CPA), an SMSF Specialist Advisor, and a Certified Financial Planner. He is also a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
What should 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 explain how he can help you achieve your objectives and outline the next steps in the financial planning process. Expect a friendly and informative discussion.
Can Mark Reidy help me with my superannuation?
Yes, Mark specialises in superannuation advice. He can assist you with choosing the right superannuation fund, consolidating your superannuation accounts, and developing a retirement income strategy to maximise your superannuation benefits.
How does Mark Reidy get paid?
Mark operates on a fee-for-service basis and / or commissions from investment or insurance products, the exact cost will depend on the complexity of your financial situation and the advice you require. This ensures transparency and allows him to provide unbiased advice that is in your best interests. Details of all fees will be provided at the outset.
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