Ord Minnett Financial Planning
Mark is committed to helping clients achieve their goals. He has over twenty two years experience in the finance industry and has been working at Ord Minnett as a Senior Financial Planner since 1996. Mark believes a person’s ethical decisions depends upon his/her own attitudes and beliefs. He focuses on holistic financial planning for high net worth investors. Services include direct shares and specialised Retirement / Superannuation advice and Estate Planning strategies. At Ord Minnett, he has been recommending ethical investments for a number of years and would be happy to discuss your requirements.
CERTIFICATION DETAILS
Certified by RIAA since: 2008
Dealer Group: Ord Minnett Financial Planning
Fees and charges structure: A combination of fees for service and commission
Qualifications:
- Certified Financial Planner
- Diploma in Financial Planning
- Masters of Commerce
Financial Adviser since: 1996
Offering responsible investment advice since: 1996
What responsible investment services do you offer?
- Superannuation & Retirement Planning
- Investments
- Direct Shares
For which responsible investment products do you provide advice?
- Alphinity Socially Responsive Share Fund (formerly known as Challenger Socially Responsive Share Fund)
- AMP Capital Sustainable Share Fund
- AMP Responsible Investment Leaders Range
- BT Institutional International Sustainability Share Fund
- BT Wholesale Australian Sustainability Share Fund (previously: BT Institutional Australian Sustainable Share Fund)
- CVC Sustainable Investments
- Hunter Hall Global Ethical Trust
- Hunter Hall Value Growth Trust
- Perpetual Wholesale Ethical SRI Fund
CONTACT DETAILS
| Mark Tindale |
| Ord Minnett Asset Management |
| Level 8, 255 George Street Sydney NSW 2000 |
| Phone: 02 8216 6403 |
| Email: mtindale@ords.com.au |
| Website: www.ords.com.au |

