Mark Mfinplan Email

Financial Adviser @ Wollemi Wealth Management

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Mark Mfinplan Location

South Bowenfels, NSW, AU

Mark Mfinplan Work

2024 - now Financial Advisor @ Templestone
2013 - now Financial Adviser @ Wollemi Wealth Management
2010 - 2024 Financial Adviser @ FYG Planners

2015 - 2016 President @ Lithgow District Chamber of Commerce
2004 - 2007 Financial Adviser @ AXA Advisors, LLC
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2004 - 2007 Comprehensive Financial Adviser @ McLennan Financial Solutions

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Mark Mfinplan Education

Kaplan Professional
Masters of Financial Planning (Financial Planning and Services)
2015 - 2019
Kaplan Australia
Graduate Diploma of Financial Planning (Financial Planning and Services)
2016 - 2018
Kaplan University
Graduate Diploma of Financial Planning (Financial Planning)
2015 - 2018

Kaplan
Advanced Diploma of Financial Planning (Financial Planning and Services)
2006 - 2013
Deakin University
Diploma of Financial Planning (Financial Planning and Services)
2004 - 2005
Lithgow Tafe College
Industrial Electronics Certificate (Industrial Electronics Technology/Technician)
1984 - 1988
Lithgow Tafe College
Electrical Engineering Certificate (Electrical and Electronics Engineering)
1979 - 1984
Lithgow High School
HSC
1973 - 1978

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Mark Mfinplan Summary

Mark Mfinplan, based in South Bowenfels, NSW, AU, is currently a Financial Adviser at Wollemi Wealth Management. Mark Mfinplan brings experience from previous roles at Templestone, FYG Planners Pty Ltd, Lithgow District Chamber of Commerce and AXA Advisors. Mark Mfinplan holds a 2015 - 2019 Masters of Financial Planning in Financial Planning and Services @ Kaplan Professional.

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