Practice Areas
International financial planning
Pensions and retirement planning
Qualified recognised overseas pension schemes (QROPS)
Trust related wealth management
Tax mitigation for British and American expats
Tax planning
Mark Plummer DipPFS
Head of Australasia
Mark is a dual qualified International Financial Planner, holding the UK CII (Chartered Insurance Institute) Level 4 Qualification and the Australian Diploma in Financial Planning.
Mark has worked in the financial services industry for over 30 years, starting his career in the City of London before being headhunted to join the ground-breaking Burns Anderson Independent Network headed by ex ICI Chairman Sir John Harvey-Jones as a Regional Director. Mark subsequently joined the founding team of J. Rothschild Partnership (now St. James’s Place) before moving to Asia in 1994 where he has been helping expats with their financial planning and wealth management ever since.
Most busy professionals do not have time to regularly monitor their financial situation, researching their options and planning every single move they want to take, particularly in today’s internationally mobile workplace. Mark will help you make the best financial decisions by providing advice on your tax planning, pensions, and any other matters related to your personal financial planning and wealth management.
Away from the office, Mark is a keen golfer and enjoys planning long journeys on his Harley-Davidson motorcycle.
Qualifications
Office
What our clients say
David Tweedie
The process was smooth and Mark was extremely thorough
I met Mark in Sydney roughly 12 months ago and he assisted in transferring my UK DBP out of the company scheme.
The process was smooth and Mark was extremely thorough and kept me up to date throughout.
Since the transfer was completed, Mark has regularly sent through updates of how my new fund is performing. He also recently completed my first annual review, which identified further requirements.
I would highly recommend Mark.
Mark Plummer DipPFS
Head of Australasia
Mark is a dual qualified International Financial Planner, holding the UK CII (Chartered Insurance Institute) Level 4 Qualification and the Australian Diploma in Financial Planning.
Mark has worked in the financial services industry for over 30 years, starting his career in the City of London before being headhunted to join the ground-breaking Burns Anderson Independent Network headed by ex ICI Chairman Sir John Harvey-Jones as a Regional Director. Mark subsequently joined the founding team of J. Rothschild Partnership (now St. James’s Place) before moving to Asia in 1994 where he has been helping expats with their financial planning and wealth management ever since.
Most busy professionals do not have time to regularly monitor their financial situation, researching their options and planning every single move they want to take, particularly in today’s internationally mobile workplace. Mark will help you make the best financial decisions by providing advice on your tax planning, pensions, and any other matters related to your personal financial planning and wealth management.
Away from the office, Mark is a keen golfer and enjoys planning long journeys on his Harley-Davidson motorcycle.
Practice Areas
International financial planning
Pensions and retirement planning
Qualified recognised overseas pension schemes (QROPS)
Trust related wealth management
Tax mitigation for British and American expats
Tax planning
Qualifications
Office
David Tweedie
The process was smooth and Mark was extremely thorough
I met Mark in Sydney roughly 12 months ago and he assisted in transferring my UK DBP out of the company scheme.
The process was smooth and Mark was extremely thorough and kept me up to date throughout.
Since the transfer was completed, Mark has regularly sent through updates of how my new fund is performing. He also recently completed my first annual review, which identified further requirements.
I would highly recommend Mark.