02 4337 5155 Email Follow

Financial Planning:


 

Financial Planning Services by Select Accounting

In late 2013 Select Accounting formed a close business relationship with Mark Peters who has been in business as a successful financial planner for over 25 years. Although their businesses remain separate they both recognised the value that could be offered to their own clients by being able offer this additional service.

We believe that giving the clients a one-stop shop for accounting and financial planning will not only save clients valuable time but also close the gap in ensuring their finances are well looked after.

About Mark Peters

Mark Peters
Bachelor Of Education/Economics
Diploma Of Financial Planning
Certified Financial Planner
Mark Peters provides financial services as Mark Peters & The Peters Unit Trust, ABN 95131730951
 
Commenced in Financial Services industry in 1989 with National Mutual.
Performed various roles in Adviser Training & Development;
1995-1998 NSW Manager Broker & Multi Agency wth AXA Australia.
1998 - present Certified Financial Planner.
 
Via MLC Financial Planning we are authorised to provide financial advice in relation to;
 
* Wealth Accumulation
* Income & Asset Protection
* Tax Strategies
* Superannuation & SMSF
* Retirement & Redundancy Planning
* Estate Planning
* Government Benefits
* Debt Management
* Credit Assistance
 
Email - mark@moneytreefinancialgroup.com.au