The advisers of New Wealth Directions Pty Ltd can provide financial services as authorised Representatives of Lionsgate Financial Group, an Australian Financial Service License holder

Financial Services Guide and Privacy Policy 

Click here to down load Lionsgate Financial Group, FSG and Privacy Policy

NB:

The Financial Service Guide is available free of charge and can be downloaded above

Corporate Information

 New Wealth Directions  (ABN 41 055 317 274)

ADDRESS:

Level 1 / 62 Sydney St            or      PO Box 4364 

Mackay,    QLD    4740                     South Mackay,   QLD   4740

Professional Membership

Financial Planning Association of Australia  (FPA)

Mark has been a member of the Financial planning association since the mid Nineties. Because of my long standing membership with the Financial Planning Association of Australia as an Associate member and many years of practical professional experience.I was accepted as a Certified Member of the FPA

A CFP is a world recognised level of competency with an Annual convention held in USA each year.

• Certified Member (CFP) of the FPA (Financial Planning Association)

The Financial Planning Association of Australia (FPA) is the peak professional body for financial planning in Australia. FPA practitioner members manage the financial affairs of more than 5 million Australians whose investments are valued at $630 billion. The FPA’s professional framework holds the highest standards for financial planning regulation around the world. Click here to visit the FPA website for more information. 

Self Managed Superannuationpro Professional Association of Australia  (SPAA)

Mark became an SMSF Specialist Advisor in 2006 

visit the website to better understand what this leading dynamic group does with respect to steering government policy in superannuation by being involved with government comittees helping create policy on all aspects of superannuation and how it impacts all Australians.

SPAA Website

Mark Boyse, is the owner and operator of New Wealth Directions Pty Ltd

I, Mark Boyse am an Authorised Representative of Lionsgate Financial Group and I am authorised to provide advice in the following areas:

• Generic Knowledge

• Personal Insurance

• Financial Planning

• Life Insurance

• Managed Investments

• Superannuation

Being a Certified Financial Planner (CFP) allows me to give advice on the following as well:

• Securities

• Derivatives

Before any investment or insurance, in fact any of our services can be offered we are obliged to collect information about your personal financial situation.

With you providing this information through our tailor made "Client Data Questionaire" (CDQ)we are able to offer appropriate and affordable financial advice. From the information provided in the CDQ we will prepare a Statement of Advice (SoA)financial plan. If you do not provide this information, you run the risk of our advice not being appropriate to your needs.

Mark Boyse Qualifications

Below is an outline of my experience and education since 1986, operating as a Financial Planner.

Personal Education:

• Diploma of Financial Planning .. Unit 1 .. March 1994

• Diploma of Financial Planning .. Unit 2 .. September 1994

• Diploma of Financial Planning .. Unit 3 .. March 2001

• Diploma of Financial Planning .. Unit 4 .. July 2002

• Diploma of Financial Planning .. Unit 5 .. September 2000

• Diploma of Financial Planning .. Unit 6 .. August 1998

• Diploma of Financial Planning .. Unit 7 .. September 2002

• Diploma of Financial Planning .. Unit 8 .. July 2003

Education

Mark completed the final unit of the Advanced Diploma of Financial Planning unit 8 in July 2003.

Objectives

New Wealth Directions intends to create an interesting website for the purpose of educating people online about how to create wealth in all areas of Financial Planning.

With computers and the growth in the Internet providing a myriad of information about everything affecting our daily lives. It's difficult to decipher all the financial information and make use of the information, for the specific purpose of setting up a wealth creation strategy. We will endeavour to help educate you and assist, in putting together a road map to financial freedom. Being informed about your financial future is extremely important but with the right advise and a properly constructed financial plan that maps out your future wealth aspirations the job can be tackled with confidence.