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Mark Sheehan - Principal, AFA

mark-sheenan
rmc

Background

Nelson-based financial adviser and insurance broker Mark Sheehan has a Bachelor of Commerce in business and finance from Auckland University and a Graduate Diploma in Business Studies in financial planning from Massey University.

Getting in touch

03 545 8928

021 287 3877

mark.sheehan@plus4.co.nz

Background

Nelson-based financial adviser and insurance broker Mark Sheehan has a Bachelor of Commerce in business and finance from Auckland University and a Graduate Diploma in Business Studies in financial planning from Massey University.
After graduating from Auckland, Mark worked in the tourism sector managing visiting celebrity tours around New Zealand before heading off overseas where he was responsible for 10 retail outlets across the South Coast of England for Total Petrochemicals. On returning to this country in 2007, he joined Tower’s investment team in Wellington as a business analyst. He subsequently moved to Nelson where he has worked as a financial planner and insurance broker, primarily working with small to medium sized businesses, families and high-net-worth individuals.
Mark is a sought after speaker throughout the Nelson Marlborough region on financial planning and insurance and specialises in investment advice including, KiwiSaver, and personal and business insurance.
He is a member of the Institute of Financial Advisers (IFA), Branch Chair of the Tasman Institute of Financial Planning, a member of the Nelson Club and is active in BNI.

Philosophy

I help people achieve greater financial independence so as they can live the life they want to live, now. By helping them manage their finances, my clients are able to enjoy life now and have an assured future.
I take an objective approach to business, working with customers to look for quick wins, whether that is being smarter around their mortgage structure, putting better insurance plans in place or making their investments more tax efficient but also keep longer-term goals in mind. By aligning all the areas of your finances towards your ultimate financial goals, we get some powerful results.
In this region, many people want to enjoy a more balanced lifestyle through travelling or studying, so I help them put their financial house in order to create opportunities for them to realise these goals.
Not being tied to a particular provider ensures Mark can tailor solutions to best suit your personal or business circumstances.

Personal

Mark is married to Nicki and they have three young children.
A keen sportsman, Mark enjoys surfing, masters athletics and plays football for FC Nelson.

Click here to read Mark’s Primary Disclosure Statement.

 


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