Mark Donnell Location
- Melbourne, VIC, AU
Mark Donnell Work
- 2022 -now Senior Private Wealth Adviser @
- 2020 -now Private Wealth Adviser @
- 2016 -2020 Financial Planner @
- 2015 -2015 Financial Adviser @ Anne Street Partners
- 2013 -2015 Associate Adviser @ Anne Street Partners
- 2012 -2013 Paraplanner @ CBS Astor Buller
- 2010 -2012 Trainee Advisor @ Highfield Financial Management
Mark Donnell Education
- Kaplan Business School
Masters of Financial Planning
2020-2021 - Advanced Diploma in Financial Planning
Advanced Diploma in Financial Planning
2012-2014 - The Chartered Institute for Securities & Investment
Diploma (Investments and Securities)
2012-2013 - The Chartered Institute of Insurance
Diploma (Financial services, regulation & ethics)
2010-2011
Mark Donnell Skills
- Investments
- Financial Services
- Financial Analysis
- Portfolio Management
- Banking
- Finance
- Asset Management
- Financial Modeling
- Financial Reporting
- Business Strategy
- Investment Advisory
- Valuation
- Strategic Financial Planning
- Leadership
- Management
- Wealth Management
- Teamwork
- Retirement Planning
Mark Donnell Summary
- Mark Donnell, based in Melbourne, VIC, AU, is currently a Senior Private Wealth Adviser at ANZ. Mark Donnell brings experience from previous roles at ANZ and Anne Street Partners. Mark Donnell holds a 2020 - 2021 Masters of Financial Planning @ Kaplan Business School. With a robust skill set that includes Investments, Financial Services, Financial Analysis, Portfolio Management, Banking and more. Mark Donnell has 2 emails on RocketReach.
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