Mark Washfold
Financial Adviser
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About
Mark Washfold is an ASIC-registered financial adviser based in Joondalup, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning (2000) and certification as a Financial Planner (CFP) since 2002 from the Financial Planning Association of Australia (now FAAA), Mark brings over two decades of experience to his practice. He has also completed specialist training in Self-Managed Super Funds (SMSF) through Australian Executor Trustees (2005) and Margin Lending through MLC (2011). As a member of the Financial Advice Association of Australia (FAAA), Mark adheres to the highest ethical and professional standards, ensuring his clients receive advice they can trust. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Mark can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Mark’s commitment to ongoing education and professional development ensures that he remains at the forefront of industry best practices, providing his clients with the most up-to-date and effective financial strategies. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Mark today for a consultation and personalized financial plan.
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Licence & Registration Details
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Frequently Asked Questions
What services does Mark Washfold provide?
Mark Washfold offers a range of financial services, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide advice on investment strategies tailored to your specific needs.
What are Mark Washfold's qualifications?
Mark Washfold holds a Diploma of Financial Planning and is a Certified Financial Planner (CFP). He also has specialist training in Self-Managed Super Funds (SMSF) and Margin Lending.
What is the process of working with Mark Washfold?
The process typically begins with an initial consultation to understand your financial goals and circumstances. Mark will then develop a personalized financial plan tailored to your needs, followed by ongoing reviews and adjustments as needed.
What can I expect during a consultation with Mark?
During a consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Mark will listen carefully and provide clear, easy-to-understand advice.
Why should I choose Mark Washfold as my financial adviser?
Mark Washfold brings years of experience, professional qualifications, and a commitment to ethical and professional standards to help you achieve your financial goals. He provides personalized advice and ongoing support to ensure your financial plan remains aligned with your needs.
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