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Mark Oosterling

Financial Adviser

Peritus Private Wealth Pty Ltd
Subiaco, WA 6008

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About

Mark Oosterling is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping clients achieve their financial goals. With a Bachelor of Economics from the University of Western Australia (1999) and Advanced Diploma of Financial Services (Financial Planning) from Tribeca (2005), Mark has built a strong foundation of knowledge and expertise in the financial industry. As a member of the Financial Advice Association of Australia (FAAA), Mark adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and investments. His expertise extends to wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. Mark can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require risk management strategies, Mark can provide tailored solutions to meet your individual needs. Contact Mark today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement planning Wealth accumulation Risk management Superannuation strategies Investment advice Insurance solutions

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000238064

Verify on ASIC Register

Authorised Representative Number

000298188

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Mark Oosterling provide?

Mark provides advice on a wide range of financial areas, including superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a tailored financial plan to achieve your specific goals.

What are Mark Oosterling's qualifications?

Mark holds a Bachelor of Economics from the University of Western Australia and an Advanced Diploma of Financial Services (Financial Planning) from Tribeca. He also holds a Diploma of Financial Services (Financial Planning) and has completed specialist training in Margin Lending and Geared Investments.

What is the process for working with Mark Oosterling?

The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Mark will then develop a personalized financial plan and provide ongoing support to help you stay on track.

What can I expect from a consultation with Mark Oosterling?

During a consultation, you can expect a thorough assessment of your financial needs, a clear explanation of potential strategies, and a collaborative approach to developing a plan that aligns with your objectives.

How does Mark Oosterling stay up-to-date with the latest financial regulations and trends?

As a member of the Financial Advice Association of Australia (FAAA), Mark is committed to ongoing professional development and stays informed about the latest industry changes through regular training and educational programs.

Get in Touch

Contact Mark directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.