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Financial Advice

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About Us

Mark Finlay

Mark Finlay is qualified professional supported by Shartru Wealth’s in-house resources and ongoing technical, systems and product training. He is committed to understanding your needs and identifying strategies and products to help you achieve your goals. Mark has worked in the financial services industry since 1982 and as a Financial Adviser since 1987. Mark’s experience is complemented by professional qualifications including:

  • Advanced Diploma of Financial Planning
  • Member of AFA

Mark’s guiding principle as a Shartru Wealth Financial Adviser is to design plans which help to provide his clients with clarity of purpose and the opportunity to build a solid financial foundation.

What Our Customers Say

I have known and dealt with Mark Finlay for the past 10 years. In that time Mark has always had the best interests of my investments to the forefront of his planning strategies. His advice and recommendations have seen my investments rise considerably over that time despite GFC and recent Covid-19 implications. He has tailored my investments to suit my needs and is very knowledgeable in the various products that make up my portfolio. He oversees my investments and contacts me when an opportunity or change in direction arises. His wife, Jayne, is an able and proficient assistant and together...

- Paul E

Introduced to Mark over 5 years ago. He listened, understood and came up with a plan for our financial future which made us feel comfortable. Through his strategies we now have a safe, constant and reliable income stream without compromising our Portfolio.

- David and Julie L

Mark has always given us peace of mind when providing financial guidance and we fully appreciate being involved and supported in securing our financial future.

- Louise and Brent V

My Wife and I have had Mark manage our SMSF for the past 15 Years. During this period Mark has consistently provided us with sound financial advice tailored to our investment strategy. This has resulted in good profitability each year. Mark’s client service is exceptional and we could not be more satisfied.

- Lionel and Sunipa H

I am a busy executive with limited time to devote to my personal finances. Mark Finlay has managed my finances since 2005. Mark offers a very boutique, personalized and specialised service, Marks communication skills are outstanding, responding promptly to emails or phone calls, in volatile times his manner is calming factual  and he’s always professionally informed, I cannot recommend Mark more highly.

- Kay S