Established in 1999, as a boutique financial services company, The Finmark Group Pty Limited (Finmark Group) provides an independent and dedicated lending solution service. The Finmark Group is a holder of an Australian Credit Licence (ACL # 391404).
The Finmark team are talented and experienced financial professionals motivated to marketing financial solutions and lending products that are centred around our clients needs.
With access to a large panel of traditional and second-tier lenders, the Finmark team of professionals are well positioned to ensure that clients are presented with the appropriate range of lending products that will meet their individual financing requirements.
In addition, The Finmark Group with its subsidiary Finmark Private Wealth Pty Limited provides a comprehensive range of financial planning services. Associates of Finmark Private Wealth are experienced Financial Planners and hold Authorised Representative Status with Australian Financial Service Licensee: Charter Financial Planning Limited (AFSL # 234665).
With it’s main office located in the Sydney CBD and access to meeting rooms in North Sydney, Bondi Junction Parramatta, North Ryde, Baulkham Hills and All Australian Capital Cities, The Finmark Group is well situated to service clients with personal face to face meetings. In addition phone appointments and Skype-based Interactive meetings are available to assist with your time schedule.
The Finmark Group is led by its Managing Director, Mark Grady. With over 30 years in the broad financial services industry and unparalleled knowledge and experience in the fields of Banking, Mortgage Broking and Financial Planning. Mark believes in a client centric service approach that acknowledges that a well-informed client is a satisfied client.
Important Things You Should Know About Mark:
1 . The Financial Services Specialist:
Mark is a Mortgage Lending Professional and a Senior Financial Planner, drawing on his extensive financial services and lending experience; he is able to assist clients with comprehensive strategic strategies in regard to the following: Wealth Creation, Investment advice and portfolio management, Cash Flow and Debt Management, Residential Mortgages and Commercial Lending, Personal Insurances and Risk Management, Superannuation Advice (including SMSFs), Retirement Planning, Reverse Mortgages and Estate Planning. Mark is the Responsible Officer of the Australian Credit Licence, held by The Finmark Group Pty Limited.
2. The Academic:
Mark has studied Economics, Politics and Australian History at the University of New England and relevant Legal Studies with the Barristers & Admission Board. Mark completed the Diploma in Mortgage Lending in 2006 with Distinction Standing and the Graduate Diploma of Financial Planning in 2011 with Credit Standing, both achievements through Kaplan Professional. Mark is currently completing his Masters of Financial Planning, due to be completed 2016. In addition he has completed:
- the Certificate IV in Financial Services (Finance/Mortgage Broking) in 2010,
- RG146 compliance in Margin Lending and Geared Investments in 2011;
- the Self Managed Superannuation Funds Program in 2012.
- RG146 compliance in Securities & Skills in 2012;
- the Accredited Listed Product Adviser Program in 2014;
- SEQUAL Accreditation in 2016.
3. The Business Professional:
Mark has worked in the arena of Banking and Financial Services. His 30 years’ of commercial background stemmed from the ANZ Bank where at the age of 20 he was the youngest senior internal relief officer. Whilst at Citibank Mark held several positions resulting in him being appointed Citibank Senior Mortgage Account Manager. He was also a member of several major task forces in developing and implementing Lending and Credit Administrative procedures, reporting direct to HQ in New York.
Through his expertise Mark has played a major role in the establishment of several mortgage lending ventures. As well as holding Financial Planning Roles with several leading Australian Financial Services Companies. Mark has previously operated his own boutique financial services organisation. He is a Director of both The Finmark Group Pty Limited and Finmark Private Wealth Pty Limited and currently holds an Authorised Representative status as a Financial Adviser (# 396835) with Charter Financial Planning Limited. Finally he is the Responsible Manager for the Australian Credit Licence #391404 held by The Finmark Group Pty Limited.
In addition he has been a small business owner in the retail food catering sector operating two gourmet delicatessen situated in the inner west and eastern suburbs of Sydney.
4. Professional Memberships:
- Associate of the Financial Services Institute of Australia (AFin);
- Financial Planning Association (FPA);
- Mortgage & Finance Association of Australia (MFAA);
- SMSF Professionals’ Association of Australia (SPAA);
- Royal Exchange Club – Australia’s longest established mercantile professional club Est. 1851.
- Royal Australian Historical Society.
- Senior Australians Equity Release Association (SEQUAL)
5. The Facilitator:
Mark has a marketing flair with Business to Business (B2B) marketing. Including co-ordinating company attendances at Trade Expo’s and conducting Financial Planning Seminars. He has also managed and trained key personnel in both Financial Planning and the Mortgage Industry.
Mark has been quoted in several Financial Articles within leading industry publications including Money Management and Personal Investment Magazine.
6. The Author:
Through 30 years interest in Australian History and in particular his own family history which stems back to 1814 in Australia, Mark is the author of three Family History books:
- “Dweller by Stone” – Hone Family, 1995
- “The South Gate” – Southgate Family, 1997
- “Family Footprints” – Grady Family, 2009
The latter being nominated for the Alexander Henderson Award – Australia’s Prestigious Family History Award – 2010.