Dan Marks

His background spans banking and financial planning, giving him a well-rounded understanding of the financial considerations that arise later in life.

Dan recognises that aged care planning is never one-size-fits-all. He works closely with clients to guide them through care and accommodation options, identifying strategies to minimise costs and maximise government assistance.

He believes the best outcomes are achieved when aged care requirements – from safety and comfort to independence in the later years – are thoughtfully pre-planned and clearly communicated to family members and powers of attorney.

Dan is an Accredited Aged Care Professional through Aged Care Steps and has completed the Protecting Seniors Wealth Accredited Professional Training program. He also holds a Graduate Diploma of Financial Planning.