Mark Abfalter

Mark Abfalter

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