Financial Keys - A member firm of Genesys Wealth Advisers

 




Mark Causer
Principal
DipFP, ADFS, Accredited SMSF Adviser, ASX Listed Products Accredited

With over 27 years' experience in the financial services industry, Mark applies his private banking and technical experience to help guide his clients with balanced and decisive investment strategies despite the complexity of the overall financial picture.

Mark’s specialises in advising investors’ pre and post retirement, senior executives and High Net Wealth individuals. His technical knowledge is second to none and clients benefit from this in the strategies that he employs for Financial Keys clients. Mark leads the firm in ongoing research of investment markets and available investments and leads the Financial Keys Investment Team.

Mark has a long history of advising clients of many of Australia’s leading private banks. With a passion for what he does, Mark possesses the unique ability to communicate his expertise to those both inside and outside of the industry as has been regularly quoted in the Financial Review, SMH, FP magazine, Sky Business Channel and the ABC 7.30 Report.

He is passionate about running and cycling, has represented Australia in running / bike riding and will usually be found riding the backroads of France and Italy in July each year. Mark lives in Bondi with his wife, two children and two aging Italian Greyhounds.

Qualifications

  • Diploma of Financial Services (Financial Services)

  • Advanced Diploma of Financial Planning

  • Direct Equities Advisory Accredited

  • Self-Managed Super Fund Accredited

Expertise

  • Wealth strategy for High Net Worth (HNW)and Ultra HNW individuals and families

  • Self-Managed Super Funds

  • Estate Planning

  • Executive Advisory Services

  • Corporate Superannuation and Insurance

  • Pre and Post Retirees

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Financial Keys Pty Ltd (ABN 71 089 066 955) trading as Financial Keys Corporate
Authorised Representative of Financial Keys Advice Pty Ltd

ABN: 70 626 699 607 | AFSL: 509 930