Mark Haydon

Private Wealth Adviser

Background

After completing an Earth Science degree, Mark relished working in the domestic and international Resource and Mining industry for eight years. With an additional post graduate qualification of a Diploma of Financial Markets and Economics, Mark transitioned to the financial sector working with Morgans Stockbroking as an Equities and Derivatives Adviser for nine years.

Between 2001 and 2020, Mark worked with the prestigious E.L. & C. Baillieu as a Private Wealth Adviser until it merged with Ord Minnett.

Mark provides equities and derivative advice to self-managed super funds, trusts, companies and individuals. He has spent 20 years dealing directly in the ASX and International markets. Mark uses derivative strategies to enhance portfolio performance.

He utilises exchange traded funds (ETFs), listed investment companies (LICs), listed property trusts, and direct equity investments

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Diploma of Financial Markets & Economics, Securities Institute of Australia
  • Bachelor of Science, University of Newcastle

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Retirement planning
  • Superannuation & SMSF

Office

Newcastle
426 King St Newcastle West NSW 2302
(02) 4910 2400
newcastle@ords.com.au

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