Managing money since 2002, we aim to do one thing exceptionally well: grow and protect our clients’ wealth through investing.
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Mark joined Ellerston in August 2021 and has over 25 years’ industry experience. Prior to joining Ellerston, Mark was a Strategic Account Manager at NAB Wealth/MLC with responsibility for servicing national key relationships across the groups’ three capabilities of wealth, platform and insurance. Prior to NAB Wealth/MLC, Mark spent over 8 years at UBS Global Asset Management as Director, Business Development, distributing wholesale managed funds to the Australian financial planning network. Mark entered the industry as a financial planning practitioner, rising to the position of Senior Advisor at KPMG Financial Services. As such, Mark brings an expansive knowledge of the financial services sector and a deep understanding of financial planning dealer groups as well as financial planning practices.
Mark holds the Diploma of Financial Planning and is actively involved with the FPA (Financial Planning Association) as a member of the Melbourne Chapter.