Mark McGree
Balgowlah
Overview
21
21
years of professional experience
Work History
Financial Adviser
BDJ Financial Services
04.2013 - Current
Business owner and senior financial adviser
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
Senior Financial Planner
Equitas Wealth
08.2011 - 04.2013
Senior financial adviser
Financial Adviser
Lomax Financial Group
08.2004 - 08.2011
Senior financial adviser
Education
No Degree - Certified Financial Planner
Financial Advice Association Australia
Sydney, NSWGraduate Diploma Financial Planning - Financial Planning
Kaplan
Sydney, NSW08-2004
BBA - Business
Southern Cross University
NSW05-1999
Skills
- Investments
- Financial services
Timeline
Financial Adviser
BDJ Financial Services
04.2013 - Current
Senior Financial Planner
Equitas Wealth
08.2011 - 04.2013
Financial Adviser
Lomax Financial Group
08.2004 - 08.2011
No Degree - Certified Financial Planner
Financial Advice Association Australia
Graduate Diploma Financial Planning - Financial Planning
Kaplan
BBA - Business
Southern Cross University
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