Mark Clayton Email & Phone Number
Financial Planner @ Clayton Financial Planners
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Mark Clayton Location
- Sydney, NSW, AU
Mark Clayton Work
- 2015 - now Financial Planner @
- 2015 - 2016 Head of Investment @
- 2011 - 2015 Head of Financial Advice Product @
- 2011 - 2014 Chair of the Mercer Financial Advice Approved Products Committee @
- 2010 - 2011 National Paraplanning Manager @
- 2008 - 2010 Senior Paraplanner @
- 2006 - 2008 Associate Adviser and Paraplanner @ Holden & Bolster Financial Solutions Pty. Ltd.
Mark Clayton Education
- Financial Planning Association
Certified Financial Planner
2009 - 2024 - University of Sydney
Bachelor's Degree (Finance & Accounting)
2002 - 2005 - Kaplan Professional
Advanced Diploma of Financial Planning (Financial Planning and Services)
2008null - Kaplan Professional
Diploma of Financial Planning (Financial Planning and Services)
2006null - Knox Grammar School
Mark Clayton Skills
- Investments
- Pensions
- Financial Modeling
- Retirement
- Pension Funds
- Defined Benefit
- Portfolio Management
- Asset Allocation
- Investment Strategies
- Equities
- Asset Management
- Investment Management
- Financial Analysis
- Wealth Management
- Financial Services
- Strategy
- Strategic Planning
- Finance
- Project Management
Mark Clayton Summary
- Mark Clayton, based in Sydney, NSW, AU, is currently a Financial Planner at Clayton Financial Planners. Mark Clayton brings experience from previous roles at Ignition Wealth and Mercer. Mark Clayton holds a 2009 - 2024 Certified Financial Planner @ Financial Planning Association. With a robust skill set that includes Investments, Pensions, Financial Modeling, Retirement, Pension Funds and more. Mark Clayton has 1 mobile phone numbers on RocketReach.
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