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Mark is a Director and Financial Planner at Ethical Investing NZ with over 30 years’ experience in the Financial Services sector both in the United Kingdom and New Zealand. He has worked in senior roles within large corporate institutions, as well as small boutique advisory businesses. He holds an Advanced Financial Planning Certification from the United Kingdom and is also a Responsible Investment Association Australasia (RIAA) Certified Financial Adviser. Mark works closely with his clients to fully understand their current and future aspirations, along with what is most important to them, which he endorses as the foundation of great financial planning. He is actively involved in volunteering and fundraising for a number of charities. Ethical Investing NZ has just had its 11th anniversary and is proud to have won awards in the Mindful Money “Best Ethical Financial Adviser” category for the last 4 years

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Organisation

  • Ethical Investing NZ

Company number

Services offered

  • Superannuation and retirement planning Investments/Managed Funds

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.