Mark Triggs
Financial Adviser
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About
Mark Triggs is an ASIC-registered financial adviser based in West Perth, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a strong foundation in financial planning, Mark holds an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2007), demonstrating his commitment to professional development and excellence. He has further enhanced his expertise with a Cavendish & ICFS Specialist SMSF Course from The University of Adelaide (2013) and a Certificate IV in Finance and Mortgage Broking from Kaplan Professional (2014), along with specific training in Margin Lending. As a member of the Financial Advice Association of Australia (FAAA), Mark adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Mark is committed to understanding his clients' unique circumstances and providing personalised advice to help them navigate the complexities of the financial landscape. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Mark Triggs today to schedule a consultation and discuss your specific needs.
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Frequently Asked Questions
What types of financial advice does Mark Triggs offer?
Mark Triggs provides advice on superannuation, insurance, wealth management, and retirement planning, along with other financial products like investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Mark Triggs have?
Mark Triggs holds an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, a Cavendish & ICFS Specialist SMSF Course from The University of Adelaide, and a Certificate IV in Finance and Mortgage Broking from Kaplan Professional, along with specific training in Margin Lending.
What is the process of working with Mark Triggs?
The process typically begins with an initial consultation to understand your financial goals and circumstances. Mark will then develop a personalised financial plan tailored to your specific needs. Regular reviews and adjustments are made to ensure the plan remains aligned with your evolving goals.
How can Mark Triggs help me with my retirement planning?
Mark can assist you in developing a comprehensive retirement plan that considers your desired lifestyle, income needs, and risk tolerance. He can provide advice on superannuation strategies, investment options, and strategies to maximise your retirement savings.
Is Mark Triggs a member of any professional associations?
Yes, Mark Triggs is a member of the Financial Advice Association of Australia (FAAA).
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