Pass the Baton - Catapult Wealth

Call (08) 8172 9111 advice@catapultwealth.com.au

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Pass the Baton

Educating agricultural businesses (farmers) on how to work through generational transfer of farms

The goal will be to see farmers ‘pass the baton – not the buck!’

FINANCIAL ADVISER

Mark Foulis

ABOUT

With knowledge across both accounting and finance, Mark can provide a broad range of advice to his clients.

Having gained a vast level of experience through the building, logistics and primary industries Mark decided to further his knowledge base by undertaking a Bachelor of Commerce (Accounting). Upon the completion of his studies Mark decided that he wanted to provide personal advice to clients to ensure they achieve their personal and financial goals.

Mark joined Catapult Wealth in 2016 as a paraplanner and has continued to broaden his knowledge by completing a Diploma of Financial Planning to become a certified Financial Adviser. He values providing simplistic straight forward advice to help a wide range of people to help make decisions regarding their financial future.

MARK IS ABLE TO HELP GUIDE CLIENTS THROUGH A RANGE OF ISSUES, INCLUDING:

Superannuation
Retirement Planning
Investment
Self-Managed Superannuation
Aged Care
Centrelink Entitlements
Insurance

MARK'S QUALIFICATIONS INCLUDE:

Superannuation
Retirement Planning
Investment
Self-Managed Superannuation
Aged Care
Centrelink Entitlements
Insurance

<br> Catapult Wealth Pty Ltd is an Authorised Representative of Oreana Financial Services Limited AFSL 482234

P: (08) 8172 9111
F: (08) 8333 1932
E: advice@catapultwealth.com.au
A: 39 Charles Street, Norwood SA 5067

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