At RetireInvest Castle Hill / Hornsby, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
Since we opened in 2000, RetireInvest Castle Hill / Hornsby has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
You get the best of both worlds at RetireInvest Castle Hill / Hornsby. There’s the confidence of knowing you’re with one of the most well known financial planning groups in Australia, backed by the strength and resources of one of the country’s largest wealth management groups. And there’s the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.
Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest assured your financial security is in good hands.
We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.
Mark Robinson
Financial Planning Manager, CFP®
Mark Robinson*
Financial Planning Manager, CFP®
Mark Robinson is the Financial Planning Manager and is responsible for providing financial advice to clients. Mark has been in the financial services industry for 23 years. Mark’s guiding principle when working with clients is that the money is ultimately theirs, and they should feel totally comfortable with where and how it is invested. Hence, there is never a charge for either meetings or phone calls to discuss their situation or any potential changes to their portfolio.
Mark is a Certified Financial Planner and a member of the Financial Planning Association’s CFP Education Advisory Committee.
Mark is more than ably assisted by Carmela and Therese. Both Carmela and Therese have been in the industry for many years and take great pride in getting to know all our clients, and in going the extra mile to help in any way they can.
Mark is a financial adviser with nearly 20 years of experience in the industry, and Mark is still very passionate about financial advice. Mark works with a great team who are equally passionate about this industry and support each other to deliver the best service they can to their clients. As a financial adviser Mark likes to provide holistic financial advice for his clients, taking into consideration their life stage, goals and medium to long term outlook. Over the years of honing his skills, Mark has found he has become more concentrated on clients in the pre-retirement and retirement phase of their life. Mark enjoys working with these clients because he can make a real difference – helping them to plan and enjoy their retirement without money worries.
Qualifications
- CFP®
- Adv. Dip. FS (FP) MBA
- BSc. Econ (Hons)
Authorised Representative Number: 304081*
