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Associate Principal Engineer

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With over 20 years' client-focused experience in financial planning and investments, I am passionate about providing personalized and strategic financial advice, empowering individuals and families to achieve their financial goals with complete confidence. An advocate that business success is driven by team collaboration, I have strong experience in mentoring and coaching to not only my peers but other team members. I have been recognized for my client relationships and meticulous attention to detail, fostering my business achievements, client satisfaction and high level of compliance.

Dynamic Senior Financial Planner with a proven track record at Uprise, excelling in strategic leadership and high-net-worth advisory. Spearheaded the development of a proprietary planning tool, enhancing scalability and standardization. Renowned for delivering impactful financial wellness coaching and fostering cross-functional collaboration to drive measurable client outcomes.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Certified Financial Planner (CFP) with over 9 years of experience in personal financial planning and wealth management. Expertise in developing customized financial strategies that align with client goals and enhance wealth. Strong background in financial analysis, investment advisory, and retirement planning, with a proven ability to communicate complex concepts effectively. Aiming to apply extensive advisory skills in a Senior Financial Advisor position to drive client success and deliver comprehensive financial solutions.

Mark Farmer

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Senior Financial Planner

Mobile Financial Planner

Manager Unit Trust Administration

Senior Financial Planner

Senior Financial Planner

Financial Planner

Superannuation Administrator

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Senior Financial Planner

Senior Financial Planner

Senior Financial Planner

Financial Planner

Mobile Financial Planner

Manager Unit Trust Administration

Superannuation Administrator

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