Contact Information


Mark  Wylie
Mark  Wylie

Mark Andrew Wylie

Managing Director at Bert Bookkeeping

 Australia
1/3/2018

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General Information


Work Experience
Education
Board Memberships & Affiliations

Company Information


Bert Bookkeeping

Location

Australia

Company Description

Bert Bookkeeping is owned and managed by Caroline Davidson. Involved in the financial industry since the 1980's, she has worked for companies such as Westpac and Wendy Macdonald Pty Ltd. As a Xero Certified Advisor with many years of bookkeeping expe...More


Recent News


Our People | Jaquillard Minns Family Office

Mark Wylie  Mark Wylie Executive Coming from a family business originating in the early twentieth century, Mark has been immersed in the day to day organisational structure and practice of family business from a young age. His own interests have led him to specialise as a wealth advisor over the last 12 years. From a trade background in the family business - fitter and turner - through to senior management, before breaking to gain further business experience with the Australian Institute of Management, Mark returned to his family's business in 1987. He holds a Diploma in Financial Advising and his experience runs from rural and farming through to business management, investment and finance. Mark was involved in the early stages of creating the organisation now known as 'Family Business Australia' which supports, promotes and advocates the role of family businesses in Australia. A passion for assisting businesses with succession planning has included advising in the areas of organisation structure, good corporate governance, property, equities, private business and investment. Mark is passionate about teaching people how to invest wisely. His passion has led him to write four books on investing. Mark is married and has two adult sons. His passions include visiting his two sons who live interstate, overseas travel, walking his cocker spaniel at Glenelg beach every day, Porsche cars, entertaining friends and going to the movies.

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Our People | Jaquillard Minns Family Office

Mark Wylie  Mark Wylie Executive Coming from a family business originating in the early twentieth century, Mark has been immersed in the day to day organisational structure and practice of family business from a young age. His own interests have led him to specialise as a wealth advisor over the last 12 years. From a trade background in the family business - fitter and turner - through to senior management, before breaking to gain further business experience with the Australian Institute of Management, Mark returned to his family's business in 1987. He holds a Diploma in Financial Advising and his experience runs from rural and farming through to business management, investment and finance. Mark was involved in the early stages of creating the organisation now known as 'Family Business Australia' which supports, promotes and advocates the role of family businesses in Australia. A passion for assisting businesses with succession planning has included advising in the areas of organisation structure, good corporate governance, property, equities, private business and investment. Mark is passionate about teaching people how to invest wisely. His passion has led him to write four books on investing. Mark is married and has two adult sons. His passions include visiting his two sons who live interstate, overseas travel, walking his cocker spaniel at Glenelg beach every day, Porsche cars, entertaining friends and going to the movies.

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http://www.wylieadvice.com.au/

About Mark Wylie  Mark Wylie is a qualified financial adviser with over 14 years of experience in educating and assisting private client investors to understand the wealth creation process. He works with clients to initially build a sound knowledge base and then tailors investment strategies specific to their needs and circumstances. This advice and coaching process is not a one off activity. It is designed to suit a client's busy lifestyle and Mark can be engaged on an ongoing consultancy. Mark will discuss a full range of wealth creation issues which include your family, work, investments, superannuation, insurance and lifestyle needs. It should be noted, however, that Mark does not offer a share picking service. While many financial advisers can offer valuable insight for a variety of life situations, they never offer superior expertise picking individual shares. Instead, Mark has a strong long term focus on index investing and the utilisation of Exchange Traded Funds (ETFs). Investment Administration Mark is also able to assist you with any administration matters in relation to your investment portfolio. He will guide you towards making informed decisions with the aim of achieving long term growth of your investment portfolio. Mark has access to the latest investment administration platforms that will make the administration of client portfolios efficient and accessible. Self Managed Superannuation Funds (SMSF) Setup Advice and Management Changes to SMSF advice legislation starting 1st July 2016 means that accountants are not able to advise on starting a SMSF unless they hold an appropriate financial services licence or authorised under a financial services licensee. Mark is able to access experts in the establishment and ongoing administration of SMSFs. Executor/Trustee Services Mark Wylie works with many private families and investors on their succession planning and estate planning. He can also undertake an executor role for family members, as mandated. This role can be highly sensitive and private. Mark respects his client's desire for confidentiality and always maintains a high level of professionalism in his dealings with clients. About Mark Wylie

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