About Money Tree Financial Group
Money Tree Financial Group is based on the NSW Central Coast but also looks after clients from Victoria to Queensland. Mark Peters has been in the financial planning industry for over 25 years and has been running his own financial planning practice since 1998. He established Money Tree Financial Group after relocating his financial planning practice from Gosford to Terrigal.
Mark Peters and the team at Money Tree Financial Group have a motto that ‘nothing is too much trouble’. They know that they are trusted advisers, welcomed into people’s lives to help them improve their financial outcomes. The financial planners always ensure that technical terms and risk exposure are explained in simple language to make sure that clients are comfortable with the financial path they are taking.
Money Tree Financial Group is licensed with MLC Financial Planning (GWMAS) to operate a financial planning practice. Via this licence, Money Tree Financial Group is able to recommend numerous investment managers and insurance providers. By law, a financial adviser must operate as an authorised representative of an Australian Financial Services licence holder: in this case, MLC. This does not preclude the financial planner from offering a wide range of financial services options.
Find out more about the services available from Money Tree Financial Group.