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Mark Brown Fitzpatricks Private Wealth

“Financial planning is much more than just the critical role of managing client’s money wisely. It also requires an insight into our client’s life and what money really means to them – managing a client’s money and helping them make the most of it, is what financial planning is really all about”.

Mark is a qualified financial planner with a special interest in Financial Life Planning. He has always been fascinated by the relationship between psychology and money and became a CERTIFIED FINANCIAL PLANNER® so he could combine his two passions: studying the relationship people have with money and advising people on how to achieve the most from their resources.

Mark predominantly works with professionals, business owners, executives and retirees. He holds a Master of Financial Planning (M Fin Plan) and is a contributing member of the Financial Planning Association of Australia.

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Qualifications/Memberships

  • Master of Financial Planning
  • Certified Financial Planner
  • Estate Planning Specialist (University of Sydney)
  • Contributing member of the Financial Planning Association of Australia
  • Self Managed Superannuation Funds (Kaplan Professional)

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Contact details

Mark Brown

1300 464 625

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37a Kennigo Street, Spring Hill, QLD 4000

1300 464 625

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