See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

MT

Mark Todman

Business Development Manager at Evolve Super Solutions Pty
Intro Book
Mark Todman is a seasoned finance professional with 26 years of experience in investments, financial services, and strategic financial planning, holding a Bachelor of Commerce degree from the University of New South Wales.
  • Claim this Profile
Location
Manly, New South Wales, Australia, AU
Skills
  • Investments
  • Financial Services
  • Strategic Financial Planning
  • Portfolio Management
  • Superannuation
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
I'm Mark Todman, based in Manly, New South Wales, Australia. With over 25 years of experience in the financial services sector, I specialize in investments, strategic financial planning, and portfolio management. I currently serve as the Business Development Manager at Evolve Super Solutions Pty, where I provide independent audit solutions for accountants. I hold a Bachelor of Commerce in Accounting from the University of New South Wales. Throughout my career, I've developed a robust skill set that includes wealth management, superannuation, and tax strategies. I'm fluent in English and have a strong track record in sales and marketing within the accounting and financial planning industries. My passion lies in helping clients navigate their financial journeys effectively.

Experience

  • Evolve Super Solutions Pty
    • Australia
    • Business Development Manager
      • Mar 2021 - Present
      • Australia

      Independent Audit Solutions for Accountants

  • Professional Practice Advisors Pty Ltd
    • Owner
      • 1998 - Present

      Sales and marketing of products and services to the accounting and financial planning professions

    • Director
      • 1998 - Present

      Established to offer sales and marketing services for various products to the accounting and financial services industries.

  • BGL Corporate Solutions
    • Sydney, Australia
    • Distributor
      • Jul 2014 - Jul 2021
      • Sydney, Australia

      Independent sales agent for BGL 360 Cloud based SMSF Administration software.After competing against BGL for 25 years, I saw their latest 360 Cloud offering...and decided to join "the dark side" as it is the best SMSF software in the marketplace....in my view.

  • Domacom
    • Sydney
    • Accounting Channel Manager
      • Jul 2012 - Jul 2021
      • Sydney

      Domacom is a cross between eTrade & Domain.com. It will enable investors ( including SMSF's) to trade in "fractions" of properties eg. your SMSF could but 10% of one house and 20% of another unit. It makes property "liquid" and enable investors to diversify their inv...

  • Powerwrap Limited
    • Sydney, Australia
    • NSW BDM
      • 2008 - Jul 2021
      • Sydney, Australia

      Part of the initial founders & shareholders. My job involves the sale of Powerwrap, which is an independent administration platform ( based on Praemium technology ). Handles equities, managed funds, term deposits, SMA's and also offers full Equities Administration.Powerwrap Investments ...

  • Praemium Limited
    • Sydney, Australia
    • Distributor
      • 2004 - Jul 2021
      • Sydney, Australia

      Ist Distributor in NSW. Loved the coompany so much I became a shareholder.Sell Praemium V Wrap & SMARTwrap to accountants and financial planners.I have the rights to sell up to 5 portfolios for smaller firms wishing to use Praemium but may not have the numbers to get their own licence.

  • APS (Advanced Professional Solutions Limited)
    • Desktop Super Sales
      • 2006 - Jun 2014

      Sale of SMSF Administration software as a consultant to APS

  • Innovate
    • Sales
      • 2000 - 2005
  • Solution 6
    • Sales & marketing
      • 1994 - 2001

      Various sales and sales management roles

  • Pannell Kerr Forster
    • NSW Sales
      • 1992 - 1999
  • PKF Technology
    • Software sales
      • 1988 - 1997

      Sale of SMSF & company secretarial software

  • Solution6
    • NSW State Manager
      • 1986 - 1991
  • David Hartley Computers
    • Hunters hill
    • Sales
      • Jan 1979 - Jan 1986
      • Hunters hill

      Sales of HAPAS and SHEILA systems

  • Solution 6 Pty Ltd
    • NSW State Manager
      • 1979 - 1986

Education

  • 1976 - 1979
    University of New South Wales
  • 1960 - 1970
    Sydney Grammar School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. Add an industry

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles