Mark Milner  CERTIFIED FINANCIAL PLANNER®   B.Bus (Com), Adv.DFP, JP (Qual)

Mark Milner

CERTIFIED FINANCIAL PLANNER®

B.Bus (Com), Adv.DFP, JP (Qual)

BACKGROUND

Mark joined Tupicoffs after owning and managing a successful customer services business for several years. He has over fifteen years’ experience providing comprehensive financial advice to clients, and prides himself on high standards of professionalism and personal service.

Mark specialises in developing strategies to assist his clients to meet their goals leading up to retirement and beyond, as well as wealth accumulation and protection.

Qualifications

Mark holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. Mark has also achieved the Certified Financial Planner®certification, a standard recognised internationally.

My Advice Philosophy

My advice philosophy is simple... it must be understandable, meaningful and specific to my client's needs.  I see my role as a Financial Planner as a privileged one that requires not only a high level of technical skill, but the ability to communicate sometimes complex areas of advice in a simple manner.

I pride myself on maintaining long-term relationships with clients, based on both my commitment to earning their trust, and placing the needs of my clients first.  My role as a financial planner is to assist clients to achieve their financial goals, but at its core, it is also knowing that I have made a positive meaningful difference in the lives of my clients.  The response from my clients has been overwhelmingly positive.

I believe that timing the markets can be critical in managing an investment portfolio, particularly when it comes to protecting portfolio's during times of economic uncertainty.  I play an integral role in making decisions about the approach that Tupicoffs takes when setting and managing client's portfolios.

I was attracted to Tupicoffs because of its fee-for-service approach and commitment to clients to ensure transparency, objectivity and trust in the advice process.