Mark is the Managing Director of the Perks Group. During his 20+ years at Perks the firm has grown from a simple accounting practice with 15 employees, to an integrated financial services business with over 150 team members. He is an expert at providing hands-on advice to private business owners in all aspects of their role. Mark’s insight, gained over this time, underpins the strength of his advice and ability to provide relevant and viable solutions to his business clients.

 

As well as the extensive experience that comes from advising a broad cross-section of businesses over this period, the firm has been Mark’s training ground for advising clients on the running of and growing a successful business. The Perks Group includes a financial planning and personal insurance business as well as a finance broking business.

Through his hands-on management of Perks, Mark is experienced in managing the challenges, issues and pressures confronted by SME owners. In particular, succession planning has been a major focus of Mark’s advice over the last 10 years as the “baby boomers” divest themselves of their businesses or pass them onto the next generation.

 

What Mark loves most about his job is dealing with his clients. He has a passion for helping them solve their problems and over-coming hurdles so they are able to achieve their financial and personal goals. He enjoys the challenge of dealing with difficult issues on behalf of clients, including tax issues, family business issues and broader strategic issues.

Through his hands-on management of Perks, Mark is experienced with managing the challenges, issues and pressures confronted by SME owners.

Qualifications & Associations

  • Bachelor of Economics
  • Graduate Certificate in Financial Planning
  • Fellow of Chartered Accountants Australia and New Zealand (CA ANZ)
  • Fellow of the Taxation Institute of Australia
  • Member of the Australian Institute of Company Directors (AICD)
  • Oversees the delivery of advice at all levels across the Perks Group
  • Sits on Boards for many of his clients where he lends his considerable experience to their strategic planning and direction for their businesses. These include:
    • Adelaide Festival of Arts Board Member
    • Jordan Plumbing Director and Chairman

Mark as an individual

Outside of work: In my spare time I enjoy watching my daughters play hockey, playing golf and following rugby union and test match cricket. I enjoy bushwalking and trekking which I have been lucky to do in different corners of the globe. I also love eating fresh oysters and fishing for King George Whiting and Tuna, which I do when I stay at our holiday home in Coffin Bay. In the past I represented SA in rugby union for a number of years and played for the State against the Springboks, England A, USA, Italy and Canada during that time. I am a member of the SA Rugby Hall of Fame.

If you were stranded on a desert island what 2 items would you take: My Fox Sport subscription and the Bible because I’ve never read it.