AFA Rising Star of the Year Finalist: Mark Wyld

10-Oct-2013

By Mark Wyld

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Mark Wyld is a finalist in the 2013 Association of Financial Advisers (AFA) Rising Star of the Year Award.

He is a financial adviser with MW Wealth Management.

Mark spared some time to discuss his views of the industry with financialobserver ahead of the AFA's annual conference, which begins on 12 October.

What would your advice be to someone considering a career in financial planning?

Brush up on your people skills as its entirely a people business. The more you can relate to people and discover their needs, the better you will be. Having sound tactical knowledge is important, however, it's not the most important aspect of being a good financial planner, especially if you're backed by a good dealer group.

What are you most proud of about being a financial planner?

Giving people hope and a practical pathway to achieving their goals is right up there. Gaining the trust and respect of clients so you're their financial gateway is a good feeling.

What was the best advice you’ve ever received?

It's a cliché but true: "You can do anything you set your mind too." As long as you expect the road to be bumpy and look for the blessings in adversity, you will go far.

Why did you become a financial planner?

Always enjoyed finance and dealing with people, so I believe financial planning is the perfect job for those two criteria. If I had my time again, the only thing I would change is to start my career even earlier than when I did.

If you could make one change to Australia’s advice industry, be it big or small, what would it be?

For all financial advisers to be tertiary qualified, just like a lawyer has to have a law degree and an accountant has to have a CA or CPA. Managing money involves great responsibility and an adviser's impact on someone’s life can be life changing. Therefore, there must be stricter standards to become an adviser.

About Mark

Mark holds a Bachelor of Commerce degree majoring in finance and financial planning.

He started in the industry as a paraplanner, before moving to a more responsible position managing a client base at a prestigious eastern suburbs firm in Sydney.

Following on from this, Mark established his own company, MW Wealth Management, so he could take a more hands-on approach in managing the financial affairs of his clients.

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