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Mark Spencer

Financial Adviser

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Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Mark is a Private Client Adviser in the Ballarat office for the Shadforth Financial Group. Mark has a Bachelor of Business (Accounting) from Swinburne University of Technology in Melbourne. He is also a registered tax agent and a Certified Practising Accountant (CPA) with Financial Planning Specialisation (FPS). He was previously Managing Director of Spencer's Accountants and Life Financial Services before merging with Shadforth Financial Group in 2012. He successfully built a Financial Planning business from scratch to one of the most prominent financial planning and accounting businesses in regional Victoria. Mark has been providing personal wealth management and financial advice since 1985. Over this time he has been successful in helping his clients align their financial choices with their most important goals and deeply held values. Mark also has extensive experience helping his clients get their financial houses in correct order and keeping them that way. His objective is to help his clients have a high level of confidence that no matter what happens in the markets, the economy or the world they have the highest probability of achieving their goals.

Address

110 Creswick Road, Ballarat, VIC, AU, 3350

Phone

Mobile

Email

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Organisation

  • Shadforth Financial Group

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.