About us
Our clients include families, employees, professional service providers, and owners of small to large businesses. The common element that they share is leading busy lives, often at the expense of planning their financial futures.
We assist them by outlining and analysing the many facets of their finances, followed by implementing strong plans to ensure they reach their financial goals.
We’ve found the biggest mistake people make is to assume they don’t have the income or financial assets to prepare a plan. We just love it when our clients express their delight upon discovering the financial goals they can achieve with sound professional financial planning.
We welcome your enquiry. Your first meeting, where we discuss your current financial position and future goals, won’t cost you anything.
Our team
Authorised Representative and Credit Representative of Charter Financial Planning Limited
Mark’s career in financial services began in 1996 and now has over 20 years of experience and knowledge.
Mark started his career in 1996 with his father Peter who originally commenced the family financial advice business back in 1987, learning every aspect of the business before Mark’s father retired in 2002.
The financial planning industry has seen major change over the last decade in particular. In response to this Mark has built on his qualifications with a strong commitment to professional development.
Away from work, Mark and his wife Julie have two children who keep them busy with university, overseas travel, commencing their careers and sports activities.
Mark has played, supported, coached, sponsored and been involved in AFL local club at Hectorville for many years and continues with this.
Starting in the Financial Services industry in 2008, James has progressed through the various areas of the industry, becoming an adviser in 2011.
Having attained a Bachelor of Commerce and an Advanced Diploma in Financial Planning, James continues to build on his education, currently working towards finalising his Certified Financial Planning designation.
James is dedicated to assisting you build and protect your wealth, whether you’re a young couple planning for the future, or pre-retirees looking to maximise your superannuation for retirement, James will be able to assist. He strongly advocates for you to set goals you can aspire to in the future, personally as well as financially, to ensure a balanced life.
Out of work, her interests include basketball both playing and coaching Junior District teams, keeping fit and spending time with family and friends.
Livia has acquired significant life experience which has included self-employment, so she has developed a sound understanding of financial issues faced by families and small business people.
Out of work her interests include yoga, keeping fit and tripping away on a motor bike.
He currently works casually in the business while studying at Adelaide University in a double degree in Media & Arts. Splitting his time between working and studying, Nathan has gained valuable experience from his role working in our office.
Nathan also plays senior Aussie rules at the Hectorville Football Club and his interests outside of work include keeping fit and spending time with close friends.
