Mark Lockhart Location
Wollongong, NSW, AU
Mark Lockhart Work
- 2025 - now Senior Financial Planner @ Shire Financial Partners
- 2017 - 2026 Principal Planner @ JAM Financial Planning Pty Ltd
- 2013 - 2026 Partner @ All Financial Services (South)
- 2007 - 2026 Owner and Principal Planner @ Jam Financial
- 2008 - 2013 Partner @ Jam Financial
- 1999 - 2008 Partner @ Moneywise Wealth Management
- 1992 - 1999 Life Insurance Agent @ AMP
Mark Lockhart Education
- TAFE
Advanced Diploma (Accounting)
1998 - 1999 - University of Wollongong
(Engineering)
1988 - 1993 - Farrar Memorial Agricultural High School1981 - 1986
- KAPLAN
Advanced Diploma of Financial Services (Financial Planning)
Mark Lockhart Skills
- Superannuation
- Financial Planning
- Retirement Planning
- Wealth Accumulation
- Income Protection
- Estate Planning
- Wealth Management
- Financial Services
- Investment Strategies
- Life Insurance
Mark Lockhart Summary
Mark Lockhart, based in Wollongong, NSW, AU, is currently a Senior Financial Planner at Shire Financial Partners. Mark Lockhart brings experience from previous roles at JAM Financial Planning Pty Ltd, All Financial Services (South) and Jam Financial. Mark Lockhart holds a 1998 - 1999 Advanced Diploma in Accounting @ TAFE. With a robust skill set that includes Superannuation, Financial Planning, Retirement Planning, Wealth Accumulation, Income Protection and more. Mark Lockhart has 1 mobile phone numbers on RocketReach.
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Mark Lockhart
Senior Financial Planner at Shire Financial Partners
Wollongong, NSW, AU1
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