Mark has over 30 years’ experience in the financial services sector practicing in investments, asset protection and estate planning. He is also a Financial Adviser. Mark worked in treasury and broking roles for two banks, two stock brokers and a fund manager during the first 15 years of his career building significant hands on investment experience in that time.
Over the last 18 years Mark has turned his attention to advice for individuals and their families. Employed by Trustees Executors since 2004, Mark has significant experience in estate planning, estate and trust establishment and administration of these. Mark’s areas of specialty are financial planning, investments, asset protection and estate planning.
Mark's aim is to develop enduring relationships with his clients and to provide effective, trusted advice and solutions.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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