Mark Stratton

Financial Planner at Rba Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Victoria, Australia, AU

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5.0

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Bill Kennedy

Mark has a rare talent to simplify complex Financial Planning issues and explain and discuss outcomes with Clients. He is a warm personable chap with a caring attitude towards his Clients. In the Financial Planning Industry, Mark is a valuable contact who is completely trustworthy and displays a mature ability to separate 'facts' from 'fiction'.

Zara Stratton

Mark more than doubled the balance of my superannuation in under four years. My portfolio value continues to grow well in excess of market rates.

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Experience

  • Rba Financial Group
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Nov 2022 - Present

      Providing strategic advice to small business owners, professionals, and individuals from all backgrounds. Able to help set and achieve financial goals as well as resolve or avoid potential financial issues. Assisting clients across, but not limited to, the following areas: - Retirement Planning - Investment Advice and Portfolio Construction - Succession Planning - Personal Insurance Strategies Providing strategic advice to small business owners, professionals, and individuals from all backgrounds. Able to help set and achieve financial goals as well as resolve or avoid potential financial issues. Assisting clients across, but not limited to, the following areas: - Retirement Planning - Investment Advice and Portfolio Construction - Succession Planning - Personal Insurance Strategies

  • RI Advice Group
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Oct 2020 - Nov 2022

      Providing strategic advice to small business owners, professionals, and individuals from all backgrounds. Able to help set and achieve financial goals as well as resolve or avoid potential financial issues. Assisting clients across, but not limited to, the following areas: - Retirement Planning - Investment Advice and Portfolio Construction - Succession Planning - Personal Insurance Strategies Providing strategic advice to small business owners, professionals, and individuals from all backgrounds. Able to help set and achieve financial goals as well as resolve or avoid potential financial issues. Assisting clients across, but not limited to, the following areas: - Retirement Planning - Investment Advice and Portfolio Construction - Succession Planning - Personal Insurance Strategies

  • Walkers Financial Strategies Pty Ltd
    • Financial Planner
      • Dec 2018 - Sep 2020

      Providing strategic advice to small business owners, professionals, and individuals from all backgrounds. Able to help set and achieve financial goals as well as resolve or avoid potential financial issues.Assisting clients across, but not limited to, the following areas:- Retirement Planning- Investment Advice and Portfolio Construction- Succession Planning- Personal Insurance Strategies

    • Manager
      • Nov 2016 - Dec 2018

  • MB+M
    • Australia
    • Accounting
    • 1 - 100 Employee
    • Paraplanner
      • Jan 2015 - Nov 2016

  • AMP
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Blended Consultant
      • Jan 2014 - Jun 2014

    • Retention Consultant
      • Oct 2013 - Jan 2014

  • ME Bank
    • Australia
    • Banking
    • 700 & Above Employee
    • Credit Officer
      • Jan 2013 - Mar 2013

    • Loan Origination
      • Aug 2012 - Jan 2013

  • La Trobe Financial
    • Australia
    • Financial Services
    • 300 - 400 Employee
    • Senior Underwriter - Fund
      • Jan 2011 - Jul 2012

  • Bank First
    • Australia
    • Financial Services
    • 100 - 200 Employee
    • Lending Consultant
      • 2008 - Jan 2011

    • Member Services Consultant
      • 2007 - 2008

  • gmcu.
    • Australia
    • Banking
    • 1 - 100 Employee
    • Personal Loans
      • 2005 - 2007

    • Accounts Payable
      • 2003 - 2005

    • Banking Administration
      • 2001 - 2003

    • Banking Teller progression to Lead
      • 1999 - 2001

Education

  • Kaplan Australia
    Master of Financial Planning, Master of Financial Planning
    2017 - 2021
  • Mentor Education
    Advanced Diploma of Financial Planing, Financial Planning and Services
    2014 - 2014
  • Mentor Education
    Diploma of Financial Planning, Financial Planning and Services
    2013 - 2013
  • Galen College Wangaratta
    Victorian Certificate of Education, Victorian Certificate of Education
    1998 - 1998
  • Kaplan Australia
    Certificate IV in Credit Management, Finance

Community

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