Mark Malhi
FINANCIAL PLANNER
B.Bus (Fin), B.Bus (Mktg), AdvFP
Helping clients build long-term, sustainable wealth so finances don’t limit their options.
About Mark
Mark has over 15 years of experience in financial services, with a career spanning retail banking, premier banking, client advisory, and leadership roles across Queensland and Northern New South Wales.
His financial advice is guided by his belief that true wealth is defined by more than money. It is about having the financial security that allows for freedom in future decisions.
Specialising in tailored strategies for high-net-worth individuals, Mark brings a sophisticated understanding of complex portfolios and market insights to Tupicoffs. His experience includes leading advisory teams and supporting the delivery of structured, client-focused advice across complex portfolios.
Mark is committed to the ongoing development of the financial planning profession and has served with the Financial Advice Association of Australia (FAAA) as the Brisbane Chapter Chair, and as a long-term Committee Member. Mark has also helped shape the next generation of financial advisers as a Lecturer and Tutor at Griffith University.
“I believe financial advice should be clear, practical, and grounded in each client’s individual circumstances. Growing up in an agricultural family, I learned the value of hard work and planning ahead, principles that continue to shape how I support my clients today.”
“To me, wealth is more than money. It is about having the financial security that allows for freedom in decisions about the future.”
“I am committed to ongoing professional development, ensuring my advice remains informed, relevant, and aligned with the evolving needs of my clients. I also believe in contributing to the continued growth of the financial planning profession.”
— Mark Malhi
Mark’s Financial Advice Philosophy
Financial Planning Qualifications
Alongside his 15 years of experience Mark holds a number of qualifications and a commitment to ongoing professional learning. His qualifications include;
Bachelor’s Degree in Finance
Bachelor’s Degree in Marketing
Diploma of Financial Planning
Advanced Diploma of Financial Planning
Completion of the ASIC Financial Adviser Examination
He also holds Specialist Accreditations in;
Ethics in Professionalism and Financial Planning
Self-Managed Super Funds (SMSF)
Margin Lending
ASX Listed Product Advising