CFP, DipT, B.Ed, DipFP
Authorised Representative and Quality Advice Accredited
Mark has been a Financial Adviser with Godfrey Pembroke for over 20 years. He is a Certified Financial Planner with a Diploma of Financial Planning, a Diploma of Teaching and a Bachelor of Education. With many years of providing financial advice, Mark brings significant professional knowledge and experience as well as an intimate understanding of the challenges facing business owners, medical specialists, executives and professionals.
Mark was one of the pioneers of the fee for service model and offers his clients a comprehensive, tailored and transparent approach to financial advice. His success with this approach has been shared with many clients who have been able to achieve and enjoy their ideal life through better planning and control of their financial affairs as well as helping them define their most important goals based on their deeply held values.
In his capacity as a trusted adviser Mark enjoys working closely with his clients to put order, clarity and certainty into their personal lives by project managing each client’s financial affairs and implementing agreed strategies.
Mark’s personal interests outside the workplace include tennis, golf, camping, snow-skiing and coaching hockey.
Client Service Manager
Anna has worked as Client Service Manager with Mark since 2001. Anna’s role not only involves liaising with clients, but also with accountants, fund managers, share brokers and investment platforms. It is vital that there is a smooth transition between the advice provided and the implementation of our recommendations.
Prior to working with Mark, Anna ran her own business so she understands the importance of sound client relations.
Anna’s interests include tennis, traveling, walking Mt Lofty, gardening, camping and reading.
BBus(Mgt), BBus(Mkt), MAppFin
Jemina has been working in the Financial Services Industry since 2008. She completed a Bachelor of Business (Marketing and Management) through Monash University in 2007 and a Master of Applied Finance through Kaplan Professional Education in 2012.
Jemina teams with Mark to develop strategy ideas, portfolio construction and reporting for our clients.
In January each year, Jemina travels to Melbourne to lead the Court Services and Operations team at the Australian Open. 2018 will be the 21st year she has worked at the tournament. Jemina has a passionate interest in the Adelaide University Hockey Club where she plays Premier League hockey and is president of the club. She also loves travelling, food and wine.
James joined our team in late 2017 as an assistant paraplanner.
James is currently studying a Bachelor of Commerce (Accounting / Business Finance) at Uni SA.
James plays Premier League hockey for the Burnside Hockey Club and also works part-time in Hockey SA operations.