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Mark Allara

Director, Financial Advisory

Contact

Email Mark (07) 3228 4013 Brisbane

  • Bachelor of Business (Accounting) University of Southern Queensland
  • Diploma in Financial Planning (Deakin University/Financial Planning Association of Australia)
  • SMSF Specialist Advisor TM – SPAA (SMSF Professional Association of Australia)
  • Level 1 – Derivatives Accredited
  • Responsible Executive ASX

  • Chartered Accountants Australia & New Zealand (CAANZ) – Affiliate
  • Queensland Collaborative Law Association – Associate
  • Self-Managed Super Fund Association

Expertise

Mark’s range of financial advice to both individual and corporate clients includes listed stocks, managed funds, direct investments, superannuation and retirement planning, effective investment structures, asset protection, risk management, estate planning, cash flow and debt management.

Background

Mark has been in the Accounting and Financial Advisory Profession for over 20 years.

Initially working as an accountant his exposure brought a strong understanding of cashflow and debt management, entity and investment structuring, asset protection, estate planning and tax planning.

Moving into the profession of financial advising, Mark became a licensed financial advisor in 2000.

Since 2001 he has been a member of the financial advisory division of Pitcher Partners, and became a partner in 2008. He then joined Vincents Financial Advisory in 2008 as part of a merger with Pitcher Partner Brisbane.  In 2004 he became an Authorised Representative of Morgans Financial Limited.  Mark’s time is involved in the exclusive provision of financial advisory services.

Mark’s advice includes the areas of investments analysis and recommendations, superannuation, retirement planning, estate planning, wealth creation, wealth protection and other related financial strategies.

Insights from Mark

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September 2024 Market Update Webinar with Kenneth Beanland & Mark Allara

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March 2024 Market Update Webinar with Mark Allara and Kenneth Beanland

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Changes to the Assets Test for Centrelink Aged Pensions from 1 January 2017

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Conversations about aged care