MARK TINDALE

Generic Adviser Male Certified 2

About

Mark is committed to helping clients achieve their goals. He has over twenty seven years experience in the finance industry and has been working at Ord Minnett as a Senior Financial Planner since 1996. Mark believes a person’s ethical decisions depends upon his/her own attitudes and beliefs. He focuses on holistic financial planning for high net worth investors. Services include direct shares and specialised Retirement / Superannuation advice and Estate Planning strategies. At Ord Minnett, he has been recommending ethical investments for a number of years and would be happy to discuss your requirements.

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2005

Qualifications:

Certified Financial Planner

Diploma in Financial Planning

Masters of Commerce

Financial Adviser Since:

1996

Providing Responsible Investment Advice Since:

1996

Superannuation & Retirement Planning

Investments

Direct Shares

  • Alphinity Socially Responsive Share Fund
  • AMP Capital Sustainable Share Fund
  • AMP Responsible Investment Leaders Range
  • BT Institutional International Sustainability Share Fund
  • BT Wholesale Australian Sustainability Share Fund
  • CVC Sustainable Investments
  • Hunter Hall Global Ethical Trust
  • Hunter Hall Value Growth Trust
  • Perpetual Wholesale Ethical SRI Fund

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

 Contact: Mark Tindale

Email: mtindale@ords.com.au

Phone: 02 8216 6403

Website: www.ords.com.au

Address: Level 8, NAB House, 255 George Street, Sydney NSW 2000