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Meet Mark

Mark Dickinson - Financial Planner

M 0448 094 523
E mark@sydneyfinancialplanning.com.au

"A simple and effective plan to a better financial position. The advice must show the way to a better financial position."

Unique Qualities

Mark’s time in financial services has resulted in a passion for assisting clients. With a focus on clarity, Mark likes to simplify the complex for his clients.

Specialist Skills

  • Financial/Life Planning
  • Behavioural Investment Counselling
  • Values Based Spending
  • Goals setting
  • Wealth Creation and preservation
  • Debt & cash-flow management
  • Corporate Superannuation
  • Lifestyle protection strategies
  • Retirement Planning
  • Business Succession Planning

Professional Qualifications

  • Advanced Diploma in Financial Services (Financial Planning) ADFP
  • Bachelor of Arts (Philosophy) UNSW

Membership and Associations

  • Authorised Representative of Charter Financial Planning
  • Member of Association of Financial Planners (AFA)

Career and Industry Highlights

Having worked in the financial services industry for more than 18 years, Mark has extensive knowledge and is committed to achieving the best results for his clients. With previous work experience including companies such as Perpetual, CommSec, BT Financial Group and MLC, Mark is ready to build trust and guide his clients to a better financial future.

Personal Interests

When he’s not working, Mark enjoys reading about philosophy and has an interest in meditation and blues dancing.

 

 

Mark Dickinson is an authorised representative of Charter Financial Planning Limited, ABN 35 002 976 294, AFS Licence No. 234665, member of the AMP Group. This document provides general information only. Before making any financial or investment  decisions,  we recommend  you consult  a financial planner to take into account your particular investment objectives, financial situation and individual needs. Charter Financial Planning, Sydney Financial Planning and its authors take no responsibility for any omissions of information supplied in this document.

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