Mark McGree

Director – B.Bus, GDFP, CFP

Mark has been with the BDJ Financial Services team since 2013 after previously working for nine years as a Financial Advisor and an analyst with a major investment bank. Mark has studied and played tennis at university in the United States on a tennis scholarship.

He lives on the Northern Beaches with his wife and daughter and still enjoys playing tennis. Mark holds a Bachelor of Business from Southern Cross University, has completed a Graduate Diploma of Financial Planning and is a Certified Financial Planner and member of the Financial Planning Association of Australia.

Mark truly values the personal relationships he has with his clients, and believes strongly in the value of having a trusted financial advisor in your corner. He strives to ensure the longer-term objectives of clients are always met whilst still catering for the ever-changing short term goals along the way.

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