Mark Edwards
Financial Adviser
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About
Mark Edwards is an ASIC-registered financial adviser based in Osborne Park, WA, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Mark holds a Bachelor of Commerce (Property and Finance) from Curtin University of Technology (1999) and a Diploma of Financial Planning from the Financial Planning Association (2004). He has also completed specialized training in Margin Lending and Geared Investments (2011) and Self Managed Superannuation Funds (2017) through Kaplan Professional Education. Mark is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest ethical and professional standards in the industry. Mark is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management. His expertise extends to retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Mark can provide the guidance you need. Key services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice 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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Frequently Asked Questions
What types of financial advice does Mark Edwards offer?
Mark Edwards specializes in providing advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Mark Edwards' qualifications?
Mark holds a Bachelor of Commerce (Property and Finance) from Curtin University of Technology and a Diploma of Financial Planning from the Financial Planning Association. He also has specialized training in Margin Lending and Geared Investments, and Self Managed Superannuation Funds from Kaplan Professional Education.
How does Mark Edwards approach financial planning?
Mark takes a personalized approach, working closely with each client to understand their unique circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help them achieve their objectives.
What can I expect during my first meeting with Mark?
During your initial consultation, Mark will discuss your current financial situation, your short-term and long-term goals, and your risk tolerance. This will help him to develop a strategy tailored to your needs.
Why should I choose Mark Edwards as my financial adviser?
Mark's extensive qualifications, commitment to ethical standards, and personalized approach make him a trusted partner in helping you achieve your financial goals. His membership with the Financial Advice Association of Australia (FAAA) ensures he adheres to the highest professional standards.
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