Mark’s experience is largely in the technology and financial services sector. He has experience in listing a company, M&A and capital raisings. He has a degree in commerce majoring in Law and Accounting and is a CPA.

Mark’s core skills are in strategy setting and driving businesses towards achieving that strategy. Mark has very strong financial and analytical skills which have aided him in his successes.

Mark worked for a small firm in public practice before moving to Ernst & Young in 2002. After a period of time in Ernst & Young, Mark moved overseas establishing his own business in the construction industry which he ran for eighteen months before selling the business and moving back to Perth.

From 2005 to 2016 Mark was the Chief Financial Officer and Company Secretary of listed company Empired Ltd (ASX:EPD). Major achievements at Empired were:

• Growing the business from 20 people to 1,000 people.
• Expanding from WA to every state in Australia as well as Singapore, New Zealand and North America.
• Growing revenue from $2m to $160m. Maintaining an average 10% profit margin throughout the growth.
• Listing Empired on ASX in 2007.
• Divestment of noncore assets.
• Acquisition of six companies to assist in accelerating the company’s strategy.
• Consolidation of core operating systems and reporting across the business.

From 2006 to 2010 Mark was also a Director of public unlisted company BigRedSky Limited. After divesting this asset from Empired and raising a small amount of money, an online candidate management system was built and commercialised growing from one customer to over a hundred in a small period of time, surpassing the breakeven point at which time Thomson Reuters acquired the business.

In 2017 Mark and his business partner started Forrest Private Wealth via the acquisition of three businesses. Forrest Private Wealth is a growing wealth management business with over $150m in funds under management and over 500 clients Australia wide.

In 2020 Mark joined the Board of One Click Life which has seen user numbers on its financial services platform reach over 40,000. One Click Life provides simple online financial life admin products allowing users to manage their financial lives from where they want, when they want on the device they want.

Michael studied and completed a Bachelor of Business at Edith Cowan University before completing a Diploma and Advanced Diploma of Financial Planning.

Michael’s aim is to make his clients lives better through the provision of financial advice and counsel. He is a specialist in both pre and post retirement planning. Michael is dedicated to knowing every aspect of wealth creation and wealth management, ensuring wealth conservation and protection strategies are in place. He spends the time researching on behalf of his clients to ensure they receive the best outcome for his advice.

Michael commenced working in the Financial Planning industry in 2002 where he has worked for various financial planners as well as running his own business for over three years which now forms part of Forrest Private Wealth. Michael has presented at industry forums and been quoted in publications.

Michael can be seen on the weekends supporting Claremont in the WAFL and Fremantle in the AFL. A keen outdoors man, his weekend barbecues can be smelt from three suburbs away.

Jerry has a Bachelor of Science from Edith Cowan University, an Advance Diploma of Financial Planning and a Diploma of Management.

Jerry works mostly with pre and post retirement clients, helping them navigate the changes and difficulties they may face and providing them with peace of mind. He is passionate about getting to know his clients to understand what they looking for and what strategies are needed to help, whether that be wealth creation and management or protection strategies.

Jerry started working in Financial Planning in 2013 and he has worked with a vast range of clients. Prior to that he worked with listed and unlisted companies.

Jerry loves to spend time with his family, especially taking his two young children on holidays to experience new things.

Carly joined Forrest Private Wealth in 2022 as Financial Planning Associate. Carly has a Diploma and Bachelor of Business and a Diploma and Graduate Diploma in Financial Planning.

Carly has over 8 years of experience in the financial planning environment, where she has developed into an accomplished financial service professional possessing a wide skill set. Carly has excellent people skills and finds it easy to build rapport with clients.

Carly will be working closely with Peter, who will supervise her Professional Year, and will move to advising clients directly within the firm in 2023.

Carly spends her spare time at the beach or enjoying quality time with her dog Indi, family, and friends.

Kirsty joined Forrest Private Wealth in 2021 as a Planning Assistant.

Prior to joining Forrest Private Wealth, Kirsty worked in the financial planning industry, bringing a wealth of knowledge to hit the ground running.

In her spare time, Kirsty enjoys dining out and spending time with family and friends.

Tammy joined Forrest Private Wealth in 2017 as a Financial Planning Assistant. She has completed her Advanced Diploma of Financial Services (FP).

Prior to joining Forrest Private Wealth Tammy worked at RetireInvest and Infocus Nedlands in a client service capacity and then moved into para planning, before taking time off to start a family.

In her spare time, Tammy enjoys stand up paddle boarding and spending time with family and friends.