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Active Portfolio Management for Maximised Returns
Mark specialises in tailoring long-term investment portfolios to align with clients' long-term objectives, recognizing that clients' circumstances can change, and adjustments may be necessary. He actively manages portfolios to ensure that risk levels are minimised, and capital is preserved.
Authorisations
Mark Macleod can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes, including IDPS
- MDA Services
- Securities
Mark Macleod is accredited to provide tax (financial) service advice.