Mark Walsh

Wealth Planner

Diploma in Financial Planning (DipPFS)

Mark has worked in financial planning for over 20 years and has been at Succession Wealth since the company's inception. Central to Mark's profession as a financial planner is creating a bespoke financial plan to assist clients towards achieving their life goals. Mark also specialises in the area of later life financial and estate planning.

"Central to my life plan is my family and three sons; I am a keen cyclist and really enjoy keeping fit; I enjoy cooking and have a great interest in healthy eating in the pursuance of maintaining healthy mind and body. I have a keen energy to develop knowledge in the financial profession in the context of life and estate planning and have recently become a registered life planner."

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