SERVICES

FINANCIAL PLANNING
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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 our businesses remain independent, we both recognised the value that could be offered to our own clients by being able to provide additional complimentary services.

We believe giving our clients a one-stop shop for Accounting and Financial Planning ensures our Clients’ needs and finances are well looked after.

About Mark Peters

 

  • Bachelor Of Education/Economics

  • Diploma Of Financial Planning

  • Certified Financial Planner

Mark commenced in the Financial Services industry in 1989 with National Mutual. He has performed various roles in Adviser Training & Development. In 1995-1998, was NSW Manager Broker & Multi Agency wth AXA Australia. Since 1998 he has been working as an independent Certified Financial Planner.

Via MLC Financial Planning Mark Peters is 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

Mark Peters provides financial services as Mark Peters & The Peters Unit Trust, ABN 951 317 30951 in our shared office space in Erina on the Central Coast of NSW.

Please contact Mark directly via email for any questions you may have mark@moneytreefinancialgroup.com.au