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Mark Stokes

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 provides tailored structuring advice and investment solutions to a select number of high-net-worth families, entrepreneurs and charities. Many of his client relationships span multiple generations, proving the significant importance of trust built through long-term relationships. Mark provides everything from long-term investment advice to superannuation strategies and estate plans. He believes that educating future generations about wealth is the key to protecting a family legacy, so he also takes great care to include all family members in these discussions. In addition to providing advice to some of the largest private and public charities in Australia, he is also a Trustee of the Shine on Foundation. Mark completed a Bachelor of Business at RMIT University, majoring in Economics and Finance.

Address

Level 18 120 Collins Street, Melbourne, Victoria, AU, 3000

Phone

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Organisation

  • Crestone Wealth Management

Company number

Services offered

  • Superannuation and retirement planning Investment/managed funds Direct Shares

Certified products

Approved products

  • Domestic Fixed Income - Pendal Sustainable Fixed Interest Fund, Perpetual SRI Credit Alpha Fund, Australian Unity Green Bond Fund International Fixed Interest - Affirmative Global Bond Fund, AB Global Sustainable Thematic Credit Fund Domestic Equities - Ethical Partners Australian Equities, Authralian Ethical Whare Fund, Legg Mason Martin Currie Ethical Income, Perpetual Ethical SRI International Equities - AB Sustainable Thematic, Nanuk New World Fund, Stewart Investors Global Emerging Markets, Stewart Investors Worldwide Sustainability, Fundsmith Sustainable Equity Fund, Penegana WHEB Sustainable Impact Fund Alternatives - The Impact Fund, Revolution Private Debt Fund II, Partners Group Global Value

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Financial Adviser

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.