Mark is a Certified Financial Planner® CFP® with 38 years, experience in the Financial & Estate Planning Industry.
He was the youngest Life and Qualifying Member of the Million Dollar Round Table in South Africa and 5th youngest in the world
He was a consultant at Sage Life for 26 years, being one of their top 10 consulates for 18 years and their number one consultant on two separate occasions.
After leaving Sage/Momentum Mark became an Independent Broker for many years and recently joined Discovery as a Tied Agent. However, Mark still provides advice on all companies’ Retirement Products and is comfortable with any of the information he provides you being vetted by any company of your choosing.
In 2001 Mark was voted by Personal Finance of the Saturday Star and the Financial Planning Institute of South Africa as one of South Africa’s top 10 Financial and Estate Planners.
Mark is the Author of the Trust Report published by Fleetstreet Publications.