Mark is a highly experienced Insurance Adviser with more than 25 years in the financial services industry. He is an accredited practitioner with the Financial Advice Association Australia and holds Diplomas in Financial Advising and Financial Services (Financial Planning).
Mark specialises in personal and business insurance, helping clients protect themselves, their partners, their businesses and their families from the unexpected. His extensive technical expertise across risk, superannuation and investment strategies allows him to design personalised solutions that are clearly aligned with each client’s financial goals.
At the heart of Mark’s approach is the relationship he builds with every client. He takes the time to understand what matters most to them and works alongside them over the long term, becoming a trusted adviser who is invested in seeing them achieve their hopes and ambitions.
Areas of expertise
- Personal and business insurance
- Policy terms
- Structuring
- In-depth knowledge of market products and the financial planning process
- Risk writing and field underwriting
- Leadership and client engagement
- Public speaking and presenting
E: justin.smith@wealtharchitects.com.au
P: 0438 400 773
