Mark, Paul and Dean have a shared vision of using their experience and expertise to help their clients live richer lives through comprehensive, transparent, high quality and value for money wealth creation advice.
Mark Walsh
Mark has over 25 years experience in providing financial and business planning strategies for family groups, businesses and high net worth individuals. Mark’s initial financial and management training was with Westpac before he became a partner / principal of a Taxation and Management Accounting Practice, lodging over 1,000 returns a year. During this time, Mark also provided full financial planning, wealth management and finance advice to his clients. Since 1998, Mark has also assisted his clients gain exposure to direct commercial and residential properties via his company C&P Properties Group Pty Ltd.
Mark has a Masters Degree in Taxation Law and a Diploma in Financial Planning (Certified Financial Planner Professional Program). Mark is also a Registered Tax Agent, a Member of the National Institute of Accounting, a Fellow of the Association of Taxation and Management Accountants, a Justice of the Peace NSW and a Certified Financial Planner. Mark is also an ASIC certified Responsible Officer for Managed Investment Schemes.
Mark has a wife and 4 daughters, enjoys surfing, swimming, most sports and spending leisure time with his family.
Paul Barrett
Authorised Representative Number 289362
Paul has over 20 years experience in finance, investment and financial planning, and has been a financial planner to medium and high net wealth individuals for the last 4 years. Paul holds a Masters of Business in Finance, Bachelor of Economics and Diploma of Financial Planning. Paul has held senior roles with ANZ, CBA, Commonwealth Investment Management, Record Investments Ltd and Planning Perspective Pty Ltd. Major achievements in Paul’s career to date were the establishment and management of a $1 billion global bond fund, management of a $600 million structured finance investment portfolio and management of a $40 million private client investment portfolio.
Paul has a wife and 2 daughters and enjoys spending time with his family, holidays and playing hockey.
Dean Holmes
Authorised Representative Number 302685
Dean has over 6 years experience in financial markets and financial planning and holds a Bachelor of Economics (Hons) and Diploma of Financial Planning. Dean has held positions with CommSec, specialising in Shares, Options, Margin Lending and Managed Funds operations and Associate Advisor roles with Announcer and Planning Perspective. Dean is committed to assisting his clients understand all aspects of their financial plan; especially ensuring that not only is the plan effective, but is simple to understand and implement.
Dean enjoys spending time with friends and family, playing soccer and long distance running.