Mark Peters is the Managing Director of Money Tree Financial Group. He is a Certified Financial Planner, which is the highest designation in the financial planning industry. Mark specialises in developing financial strategies for pre-retirement and retirement planning and ensuring his clients have appropriate family and asset protection.
Mark has worked in the financial services industry for 25 years and held management positions at National Mutual and AXA Australia. Since 1998, he has operated his own successful financial planning business on the Central Coast. For Mark, success means helping his clients to achieve their goals and attain financial security, and in 2013, this was recognised when he received MLC’s Highest Growth Business award.
Clients enjoy working with Mark because he takes the time to get to know them and what is important in their lives. He regards each one of his clients as part of the Money Tree Financial Group family.
Mark lives on the Central Coast with his wife and four sons. They are an active sports family, and Mark coaches and supports the boys at rugby league. He also enjoys running, swimming, cooking and the outdoor lifestyle of the Central Coast.
Certified Financial Planner
Authorised Representative MLC Financial Planning
Diploma of Financial Planning
Bachelor of Education
Wendy Paxton – Client Services Manager
Wendy joined Money Tree Financial Group in July 2012 and is a key part of our business administration bringing over 10 years of experience working closely with financial planners who are passionate about their industry. Wendy enjoys building relationships with clients and takes pride in providing quality service with all implementation and administration services utilising her strong organisational and time management skills.
Lisa Hambleton – Client Services Manager
Lisa is a Client Services Manager at Money Tree Financial Group. Lisa joined Mark 11 years ago after a period of being a stay at home mum with her two children. Prior to this she worked in a number of positions in the financial planning industry in Sydney.
The client focussed aspect of her role is what she particularly enjoys and strives to establish strong relationships with the clients. She finds assisting clients with their insurance needs very rewarding, especially in the event of a claim where it is nice to see the difference insurance has made for the client’s recovery and future. In addition, she supports Mark with looking after the more senior clients, assisting with paperwork for Centrelink and liaising with various Government departments on the client’s behalf.
In her spare time she enjoys spending time with her family and also having a laugh with friends. She would like to say she enjoys keeping fit and regularly works out but that is unfortunately not true and her fitness regime is limited to walking the dog to the local café for a coffee and cake!