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Dynamic Financial Adviser with a proven track record at Pro-Spes Financial Services, excelling in life insurance, shortterm insurance and investments. Achieved high customer retention through exceptional service and relationship building. Skilled in financial product sales, I consistently exceeded sales targets while fostering trust and satisfaction among clients.

DipPFS qualified trainee financial adviser working towards becoming CAS certified and chartered. Motivated by providing good quality, timely financial advice at a good value. Currently seeking a role where I can transition into a client-facing financial adviser.

I'm a friendly, personable and passionate Financial Adviser committed to helping clients achieve their financial objectives.

I am effective at working with clients of all levels and backgrounds, I am a team player that works well with everyone and I have excellent problem solving skills. I am highly experienced in accounting, investments, personal risk insurance, taxation and superannuation & retirement planning.

I require an opportunity within a challenging environment that would ensure my overall development through job enrichment and continuous learning. Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 10 years of success supporting client financial goals through astute investment guidance.

Mark McGree

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Financial Adviser

Senior Financial Planner

Financial Adviser

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No Degree - Certified Financial Planner

Graduate Diploma Financial Planning - Financial Planning

BBA - Business

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Financial Adviser

Senior Financial Planner

Financial Adviser

No Degree - Certified Financial Planner

Graduate Diploma Financial Planning - Financial Planning

BBA - Business

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