Mark Lockhart Email & Phone Number
Senior Financial Planner @ Shire Financial Partners
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Mark Lockhart Location
- Wollongong, NSW, AU
Mark Lockhart Work
- Senior Financial Planner @ (June 2025 - Present)
- Principal Planner @ JAM Financial Planning Pty Ltd (July 2017 - March 2026)
- Partner @ All Financial Services (South) (May 2013 - March 2026)
- Owner and Principal Planner @ Jam Financial (July 2007 - March 2026)
- Partner @ Jam Financial (July 2008 - May 2013)
- Partner @ Moneywise Wealth Management (September 1999 - July 2008)
- Life Insurance Agent @ (September 1992 - September 1999)
Mark Lockhart Education
- TAFE
Advanced Diploma (Accounting)
1998-1999 - University of Wollongong
(Engineering)
1988-1993 - Farrar Memorial Agricultural High School 1981-1986
- 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
- Investments
- Retirement
- Pensions
- Risk Management
- Insurance
- SMSF
- Key Person Insurance
- Term Life Insurance
- Critical Illness
- Relationship Management
- Wealth
- Whole Life
- Retirement Solutions
- Rollovers
- Retirement Savings
- Financial Planners
- Self Managed Superannuation Funds (SMSF)
- Finance
- Asset Allocation
- Business Relationship Management
- Pension Funds
- Strategy
- Management
- Integration
- Self Managed Superannuation Funds Smsf
- Self Managed Superannuation Funds
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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