Mark was a pioneer of the industry moving from general insurance to life insurance in 1981 and then on to Financial Planning in the mid 1990’s when he founded the practice.

Mark provided financial advice to our clients for over 30 years. He was passionate about ensuring people were sufficiently covered in the event of illness and injury and felt that overall financial planning was a logical extension of this, with a broadening focus on client’s overall life goals and the best way to achieve them.

He held the highest designation available in this field of Certified Financial Planner and was an active member of the Financial Planning Association.

Mark passed away in June of 2019.

 

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Danny started with Planning Forward in 2004 and has been providing advice to clients since 2005 when he became an Authorised Representative of ASIC. His focus on investment advice and retirement planning enables Danny to help clients achieve their goals and assist with planning for the future.

Danny’s Qualifications:

  • Bachelor of Education
  • Graduate Diploma in Financial Planning
  • Direct Equities Accreditation – ASX
  • Self-Managed Super Funds – Kaplan

Danny enjoys spending time with his family, relaxing at local Adelaide Hills wineries and playing Saturday morning tennis.

ASIC Authorised Representative – 280969

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Bridget started with Planning Forward in 2007. She has been advising clients directly since 2010 and is a member of the SMSF Association. Bridget has a keen interest in insurance advice and helping people protect their hard work, assets and investments.

Bridget’s Qualifications:

  • Bachelor of Applied Finance (Majoring in Financial Planning)
  • KAPLAN – Self-Manged Super Funds

Bridget enjoys walking her Rhodesian Ridgeback, Ari and visiting the Adelaide wine regions in her spare time.

ASIC Authorised Representative – 405895

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Mark joined the team at Planning Forward in 2011, after a decade with a Financial Institution Licensee. He is an active member of the Financial Planning Association and has received the highest designation of Certified Financial Planner.

Mark’s Qualifications:

  • Certified Financial Planner
  • Diploma in Financial Advising
  • Direct Equities Accreditation – ASX
  • Self-Managed Super Funds – Kaplan

Mark’s Specialties:

  • Complex Financial Planning
  • Advice for family business, professionals and self-funded retirees

Mark enjoys spending time with his family and has a keen interest in local South Australian Gin Breweries.

ASIC Authorised Representative – 417601

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Lee brings a wealth of experience to Planning Forward, having worked in a range of roles within the Financial Services industry for over 20 years. Her specialty in insurance ensures our firm is at the leading edge of insurance advice and implementation.

Lee enjoys spending time with her family & friends and on the weekend walks her Golden Labrador, Boston at the local park.

 

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Philip joined the team at Planning Forward in 2013 as our Client Services Officer and Para Planner. Whilst completing his Bachelor of Applied Finance (Financial Planning) in 2012, Philip became passionate about helping people reach financial freedom in all stages of life. His role encompasses diversity and research ensuring Planning Forward provides the best service and advice for the client.

Philip’s Qualifications:

  • Bachelor of Applied Finance in Financial Planning

Philip enjoys spending time exercising, travelling and relaxing over a pint of beer.

ASIC Authorised Representative – 1260787

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