About Me
For nearly two decades, Mark has been creating sound investment plans so his clients can focus on what really matters. Prior to joining Morgan Stanley in 2021, Mark began his career as a private banker with the Commonwealth Bank of Australia in Sydney, then joined Bank One in Texas soon after migrating to the United States in 1998. Most recently, Mark was with Wells Fargo Advisors from 2000 to 2021. Mark works with many executives in the technology industry. People in the industry tend to move frequently, so Mark has clients in many states, who he believes value his ability to help their families maintain financial security during periods of change and upheaval.
Mark received a degree in Civil Engineering from Wollongong University. He delights in spending time with his wife, Michelle, and their children, Sophie, Jack, and Ellie. Mark enjoys sports, beach days, and travel. He has spent time in Australia, North and South America, and Europe. Mark was a gifted cricketer and played high level rugby in Australia.
Securities Agent: HI, NC, TX, MO, KS, OH, SC, AZ, AR, AK, VA, CO, AL, NM, MA, KY, OK, CA, WA, ID, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2266303