Our paraplanning is done by on-shore Australian based paraplanners under contract relationships with us.
The principal currently reviews every SOA that is produced before it is on-sent to the adviser to maintain our quality standards.
Mark McIlroy MAppFin MFinPlan
Mark McIlroy is the principal of Melbourne Paraplanning Services.
Mark’s early career was in the IT roles in the corporate Financial Services sector.
Mark also worked as a Portfolio Manager (Quantitative) for four years, managing quantitative Australian Equities portfolios for National Australia Asset Management, the then funds management arm of the National Australia Bank.
After finishing this role Mark completed a Masters of Applied Finance with Macquarie University.
Mark is also a graduate of the Company Director’s Course with the Australian Institute of Company Directors.
Mark moved into the Financial Planning industry in 2014, completing a Graduate Diploma of Financial Planning. He later completed the Masters of Financial Planning.
Mark has been performing paraplanning work since January 2015. He has produced SOA's for a number of different Financial Planning practices and dealer groups, and also as part of the central paraplanning team at IOOF.
He started Melbourne Paraplanning Services in September 2016.