Financial Keys - A member firm of Genesys Wealth Advisers

 




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

With over 30 years' experience in the financial services industry and has been a Principal and Private Wealth Adviser with Financial keys since 2011. 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 has a keen interest in investment markets and researching suitable investments for our client portfolios and is a member of the Financial Keys Investment Team.

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 an Italian Greyhound.

Qualifications

  • Diploma of Financial Services (Financial Services)

  • Advanced Diploma of Financial Planning

  • Direct Equities Advisory Accredited

  • Self-Managed Super Fund Accredited

  • Margin Lending Accredited

Expertise

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

  • Wealth creation and wealth protection strategies for senior executives and their families

  • Self-Managed Super Funds

  • Estate Planning

  • Pre and Post Retirees

Back to Our Team

© Copyright. All rights reserved. Website created by SiteSuite

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