Mark Morcos
Director
Mark has been in the financial services industry for over 20 years. He has held director roles across multiple sectors including Funds Management, Finance, and Financial Advice.
Mark has also been involved in the Significant Investor Visa (SIV) program since 2013 including successfully launching and distributing multiple SIV compliant funds.
During earlier years Mark had established Wealth Journey, a boutique financial advice business which continues to operate under its own AFSL for over a decade. Prior to this, Mark spent a number of years as a senior adviser in the private banking sector at NAB/MLC.
He holds a Bachelor’s Degree in Applied Finance, a Diploma of Financial Planning, an SMSF specialist accreditation, is a registered member of the Tax Practitioners Board (tax adviser) and is a Member of the Australian Institute of Company Directors (MAICD).