Mark Macleod
Financial Adviser
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About
Mark Macleod is an ASIC-registered financial adviser based in Perth, WA, with over two decades of experience in the financial services industry. Mark holds a Graduate Diploma in Applied Finance and Investment from The Securities Institute of Australia (1997) and achieved ASIC PS146 Compliance (Securities and Managed Investments) through the Securities and Derivatives Industry Association in 2002. Furthering his expertise, he completed studies in Margin Lending and Stockbroking with the Stockbrokers Association of Australia, earning a Professional Diploma in Stockbroking in 2010. Mark successfully completed the FASEA Relevant Provider Exam in 2021. As an authorized financial adviser, Mark provides expert guidance in wealth management, securities, and government debt securities. He is dedicated to helping clients achieve their financial goals through tailored strategies and personalized service. Key services include: • Wealth Management • Investment Advice • Securities Trading • Portfolio Management • Government Debt Securities Advice If you're seeking professional financial advice to secure your financial future, contact Mark today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Mark Macleod offer?
Mark Macleod provides advice on wealth management, securities, and government debt securities.
What are Mark Macleod's qualifications?
Mark holds a Graduate Diploma in Applied Finance and Investment, ASIC PS146 Compliance (Securities and Managed Investments), qualifications in Margin Lending and Stockbroking, and has passed the FASEA Relevant Provider Exam.
What can I expect from my first meeting with Mark Macleod?
During your first meeting, Mark will take the time to understand your financial situation, goals, and risk tolerance. He will then outline how he can assist you in achieving your objectives.
Does Mark Macleod provide ongoing financial advice?
Yes, Mark provides ongoing financial advice and support to help you stay on track to achieve your financial goals. He offers regular reviews and adjustments to your strategies as needed.
How does Mark Macleod develop a financial plan?
Mark develops a personalized financial plan based on your individual circumstances, financial goals, and risk tolerance. He takes a holistic approach to ensure that all aspects of your financial life are considered.
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