Mark Oliver

Mark Oliver is a financial adviser with over 10 years experience in working with clients to create secure financial futures. Mark is also the National Manager – Risk Insurance of Australian Unity Financial Planning. In addition to heading up the Risk Insurance for the Australian Unity Financial Planning Dealer group, Mark specialises in developing strategic financial plans for clients who are looking for advice in the following areas:
• Looking to protect their wealth
• Buy/Sell Insurance
• About to retire
• Key Person Insurance
• In retirement
• Accumulating wealth
• Selling their farm or business
• Investing a lump sum Mark’s financial advisory expertise includes personal risk insurance, business risk insurance, business estate planning & succession, superannuation, Centrelink eligibility, home loans and investment gearing. Mark will work with you to structure a strategic financial plan to meet your specific needs – whether you are a business owner, an employee, self employed or an at-home parent. Mark’s clients value him as a well-credentialed, trusted adviser who has a lifetime commitment to his clients’ financial well-being.