About Morvest Financial Planning
Morvest Financial Planning is a specialist financial planning and investment advice firm that takes a comprehensive approach to managing wealth for our clients. We see our role as your trusted financial mentor, assisting you to achieve your financial objectives.
Morvest FP was established in 1998, and worked in association with a local accountancy practice initially providing personal insurance and superannuation advice. The name, ‘Morvest’ was coined as an amalgamation of Moree and Investment.
Morvest FP outgrew the accountants office and moved to new premises in 2001 to expand our services and relationships with other professional advisers.
Our client base has been developed from the ground up through satisfied clients and their advisers referring clients to our practice by word of mouth.
We are now well positioned in Moree and surrounding district to provide quality financial advice.
At Morvest we are proud to have built an enviable reputation.
Our Team
Mark Carroll
Mark is the director and senior financial planner of Morvest Financial Planning.
A member of the Financial Planning Association of Australia, Mark holds the prestigious CFP® designation, which represents the world’s highest professional credential for a practicing financial planner. Mark was admitted as a Certified Financial Planner® professional in January 2007.
This requires practitioners to undertake a comprehensive education and assessment program and is evidence of rigorous profession standards and adherence to high ethical principles.
Mark is married and has four children, his hobbies include golf, swimming and keeping active.
Peta Dawson-Carroll
Peta is the bubbly personality of the business and deals with all administration and client service functions, joining the business in a ‘hands on’ role in 2011.
Our Clients
(Farmers) Self Managed Super Fund – Investment Advice: ” We were looking for help with the investments in our Self Managed Super Fund and thankfully we discovered Mark and Morvest FP. We have found Mark’s advice to be steady and sound. With the result we have trusted him.”
– Marty and Nora Carrigan
(Farmer) Self Managed Super Fund Advice: “I needed advice for our Self Managed Super Fund, particularly the investments and was fortunate to come across Mark at Morvest FP. I have found his advice to be sound and hassle free.”
– Philip Carrigan
Superannuation Advice: “Superannuation can be very complex and we are very happy with the advice and service from Morvest FP that helps guide us through the Superannuation minefield. It’s nice to know we are on track to achieve our retirement goals.”
– Graeme and Pattie Wood
(School Teacher – Retired) Retirement Income Advice: “I’m still in the “I just retired” euphoric stage! The servo man in Canberra asked me if I had had a busy day and I just said, ‘no’, I’m just driving around the countryside enjoying this lovely day!” I spent a fun time with my daughter and the grandkids. Thank you for giving me the confidence to feel that all’s well.”
– Megan Gee
(Business Owners) Superannuation and Insurance Strategies: “Mark has helped to take the stress out of our finances with strategies to restructure our investment loans, manage our super and obtain the level of personal insurance protection that we need. We now know where to turn for our financial advice.”
– Peter and Terri McFadyen
(Peter Burey – Director) Employer Superannuation Advice: “Morvest FP monitor and provide advice, to us as employers and our employees, on our Workplace Business Superannuation Plan. They keep our business informed and enabled us to get a great deal for our employees, whilst relieving us of all superannuation concerns.”
– Kenway and Clark
(Medical Practitioner & Homemaker) Retirement Income Strategies: “We want to spend our retirement enjoying life and each other, not worrying about our investments and the paperwork. Mark helped us to set up a tax effective retirement income stream with easy management and regular reporting.”
– Dr Bill and Mrs. Kay Hunter
(Retired Farmer) Retirement Planning: “When I retired and moved to town, I looked around for someone to organise my retirement planning, and after comparing a number of businesses I selected Morvest. If ever I have made a correct decision, this was it, and to be able to support a local business made it just so much better.”
– Stewart Potter