Mark Heffernan

Senior Private Wealth Adviser

Background

Mark is a Senior Private Wealth Adviser with more than two decades of experience in financial services. He began his career at Colonial First State before moving to CommSec Advisory and Commonwealth Private, where he was named National Private Wealth Manager of the Year in 2016.

After 15 successful years within the CBA Group, Mark joined Perpetual Private before joining Ord Minnett. Mark has built enduring relationships through a highly personalised approach with high net worth individuals and families, C-suite executives, entrepreneurs, and business owners.

With deep investment management and financial planning expertise, Mark provides strategic investment advice for long-term stability and confidence, centred on clarity and trust.

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 Planning, Kaplan Professional
  • Master of Applied Finance, Macquarie University
  • Bachelor of Commerce, Deakin University

Certifications

  • Accredited Derivatives Adviser Level 1 & 2
  • Margin Lending
  • Managed Investments

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Redundancy / early retirement
  • Retirement planning
  • Superannuation & SMSF

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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