Background & Education:
Obtained Bachelor of Commerce Degree, from the University of the Witwatersrand in 2003.
In 2011, Qualified in Postgraduate Diploma in Financial Planning at the University of the Free State.
Regulatory Exams passed in 2012 for RE1 and RE2 as a Key Individual.
Member of the Financial Planning Institute of South Africa and completed the board exam to be granted the title of Certified Financial Planner® Professional
Member of the Council for Medical Schemes as a qualified healthcare broker.
Mark co-founded Accredo Financial Solutions in 2005 and is a Director of several other companies within SIR Group.
Financial Services Industry History:
Joined a Liberty Group Franchise in July 2003 in the management capacity with responsibilities of hiring, management and own business development. Qualified as Corporate Specialist and quickly became a Top 50 consultant at Liberty Franchise
In June 2004, together with business partner Aleks Pesic, founded Accredo Financial Solutions which was initially a Sage Financial franchise and since 2005 has been a successful Momentum franchise.
Also employed as the Managing Director of the company, with managerial, operational and marketing functions.
For the past two consecutive years, Mark has been awarded with Diamond Status by Momentum for quality of advice and volume of business placed with them.