Mark Hogan

Executive Wealth Adviser

MPA, GradDipFP, BA(Ec), SAA

Mark Hogan is an integral part of the Family Wealth Management team and works with his clients to provide them with personalised investment advice to support them to maximise their wealth for optimal choices in retirement.

Mark tailors advice to his client’s individual portfolio investment and asset allocation goals and understands that every client is unique. He believes assisting clients to achieve their goals requires a very strong appreciation of their circumstances, risk tolerance and longer-term goals.

Mark holds a Masters’ in Professional Accounting from the Royal Melbourne Institute of Technology, Graduate Diploma in Financial Planning from Kaplan and Bachelor Arts (Economics) from the University of New South Wales. He is also accredited with the Stockbrokers Association of Australia (SAA), an alumnus of the Royal Military College Duntroon. He completed his FASEA Financial Exam in September 2020.

Education seminars – your wealth, your way


Need more information?

It’s important to have the knowledge you need to make an informed and confident decision about your retirement savings.

To help you explore your options, talk to one of our directors.