Dan Marks


Private Client Adviser

How long have you been in this industry? 16 years Financial Planning and 35 years in Finance Industry 

What were your previous occupations? Bank Manager 

What are your qualifications? 

What advice would you give someone starting out in your industry? Making an informed decision and being comfortable with where funds are invested.

What do you enjoy most about where you work? The flexibility in providing numerous investment options without being hamstrung by a large providers approved products list. 

What one sentence would you like people to use in describing the way you do business? Honest and in their interests. 

What areas do you service? Anywhere in South East Queensland I am happy to go. I make regular visits to Roma, Charleville and St George as well as visiting Goondiwindi and Moree on a reasonably regular basis. We also attend a number of seminars in Brisbane on a regular basis and endeavour to catch up with clients in the greater Brisbane and Coast areas at that time. 

What is your point of difference? My understanding of what clients are trying to achieve. 

What significant changes have taken place in your profession over the years? The increased focus on the reliance of everybody to fund their own retirement.