W2 Wealth was established in 2011, as part of a vision to provide proactive, timely and holistic strategic and investment advice to a limited number of ongoing clients.
W2 Wealth holds an AFSL issued by the Australian Securities and Investments Commission. By electing to be self-licensed, W2 Wealth has the opportunity and flexibility to use a wide range of products and investments. Those products and investments are recommended for clients only when appropriate and not for the benefit of third parties and larger institutions.
Our overriding goal is to build lasting and meaningful relationships with our clients and to use our expertise to help them achieve their financial and personal objectives. We enjoy what we do and believe that our enthusiasm and commitment are clearly evident.
Our Advisers
Senior Financial Adviser
Mark was the founding partner of the business in 2011. Born in the UK, he moved to Australia in 2002. He then spent 6 years living in Melbourne before moving to Adelaide in 2008. Mark is an active father to his three children: Jack, Lucy and Tom. He is a keen trail runner and hiker, an avid reader, a road cyclist and trains in karate. He loves to travel and is a qualified rescue diver.
Mark is a member of the Financial Advice Association Australia and can provide tax (financial) advice services. He is passionate about what he does and thoroughly enjoys working with his clients.
Financial Adviser
Debbie has been employed within the financial services sector for the past 25 years. She is a devoted wife and mother to her two children: Madelyn and Levi. She is a keen runner and swimmer, being a member of Masters Swimming South Australia. She loves to watch and support her children in their sporting and artistic endeavours.
Debbie is a member of the Financial Advice Association Australia and can provide tax (financial) advice services. She is able to provide comprehensive financial advice.
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