Mark Steele joined Forsyth Barr in 2018, and has over nine years of experience in the financial services industry in New Zealand.
Mark is an Authorised Financial Adviser (2011) and is currently working towards accreditation as an NZX Adviser. He holds the National Certificate in Financial Services (Financial Advice) Level 5. His strength is adjusting his service and advice to each individual client’s objective and style. Objectives could be growth, capital protection, income for retirement or all of the above. Client style relates to preferences for reporting, review meetings, technical education and updates or something simple like using the phone instead of email.
Mark is a true East Auckland local, having grown up in Mellons Bay and still residing there now with his wife and two children. He spends his spare time being involved with the local school as PTA Chair and parent. He also enjoys family time in the Coromandel and keeping his home maintained.