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Financial Planner Profile

Name: Mark Pearson

Qualifications: Senior Financial Adviser
Company Name Innovative Wealth Solutions -Financial and Insurance Services
Dates Employed Dec 2015 – Present

Financial Planner
Company Name National Sterling Group I National Sterling Financial Management
Dates Employed 2010 – 2015

The National Sterling Group was established in 1997 and today we still pride ourselves on maintaining the original vision that we would be a financial planning group to service everyday Australians.

My passion is helping clients to develop a plan that will achieve their financial goals, as well as keeping their lifestyle goals in mind. I aim to be the person that not only sets goals and the plan to get there but also to be there, every step of the way to make sure that the plans become reality, as real life tries to get in the way.

I love creating intelligent, sustainable financial plans that not only look after their short-term issues, but also give them the best possible chance at living the life they desire, by achieving the long-term goals as well.

Documents:

Financial Planning Services:

  • Budget and Cash flow management
  • Superannuation
  • Personal insurance

  

  • Retirement Planning
  • Portfolio construction
  • Mortgage and debt reduction