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Lifestyle Financial Planning
A Guide for Australian Expats Early in Their Journey Abroad
Mark Tucker, Senior Financial Adviser at Skybound Wealth Management discusses key financial concerns for australians when living overseas.
November 4, 2024
Mark Tucker
ACSI
Senior Financial Adviser
Having graduated from the University of Essex with a First-Class Honours Degree in Accounting and Economics, Mark embarked on a career in finance in 2015 that has taken him to numerous jurisdictions around the world. Since joining Skybound Wealth as an Associate in 2016, Mark has climbed through the ranks to become an experienced and respected Senior Financial Adviser with clients across three continents.
A member of the Chartered Institute of Securities and Investments, Mark has completed various qualifications which combined with his first-hand knowledge of living and working overseas mean he is perfectly placed to understand the challenges faced by modern day expats and offer bespoke high-quality advice on, financial planning, investments and pensions.
Based in London, Mark also provides valuable tutelage to Skybound Wealth’s next generation of advisers through the Skybound Wealth Adviser Academy.
Qualifications & Awards
CISI - Level 3 Wealth & Investment Management
CISI - Level 3 Certificate in Wealth & Investment Management
CISI - Level 4 UK Regulation & Professional Integrity
Areas of Expertise
- Retirement Planning
- Lifestyle Financial Planning
- Income & Cashflow Planning
- Pillar II & III Planning
- Repatriation Advice
- Domestic & International Investments
- Regular and Lump Sum Savings
- RSU’s and Option Structures
- Diversifying Portfolios and Risk Reduction
- Situs Asset Transfers
- Education Fee Planning
- Critical Illness Cover
- Asset and Insurance Protection
- Life Insurance Cover
- Inheritance Tax Planning
