021 627 271
09 524 4057
Mark is a Financial Adviser (FSP66542) and specialises in Investment and Retirement planning and KiwiSaver.
Mark joins Trilogy from Dennis Green & Associates Ltd, where he has had over 20 years' experience in providing financial planning and retirement advice. Mark holds a Graduate Diploma in Business Studies (Personal Financial Planning), and the internationally recognised Certified Financial Planner designation. He has been awarded the Financial Advice New Zealand quality service mark, Trusted Adviser. This mark indicates that an adviser’s level of qualification, experience, and focus on ethics has been recognised by a professional body, Financial Advice NZ, offering an additional level of reassurance to those seeking financial advice.
Mark keeps busy in his spare time with his wife and two young children. Mark is keen on following all sports and enjoys fishing and diving
Trilogy Financial Solutions is a member of the Wealthpoint network who holds the Financial Service Provider licence.