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 (2013) and is accredited as an NZX Adviser. He holds the National Certificate in Financial Services (Financial Advice) Level 5. His focus as an adviser is to ensure his service and advice suits not only the client objectives, but style as well. Objectives could be growth, capital protection, income for retirement or all of the above. Client style relates to personal preferences for reporting, review meetings, technical education and communication.
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, and also enjoys getting out on the boat on a nice day.