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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.

A highly motivated and commercially aware professional with a proven track record of collaboration, problem-solving, and selfless teamwork in fast-paced environments.
Recognized as Employee of the year for consistently delivering exceptional customer service and contributing innovative ideas that have directly enhanced sales and business performance.
Adept at thinking creatively to find solutions, while maintaining a detail-oriented and self-disciplined approach to tasks.
Passionate about driving positive change and continuously improving team efficiency, customer satisfaction, and business outcomes.
Committed to fostering a culture of teamwork and innovation, ensuring both individual and collective success.

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.

Enthusiastic financial adviser professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in Life, Health, and Disability insurance.

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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