Prophesy Financial Advisory (ABN 59 635 428 474) trading as CLY Financial Planning is a Corporate Authorised Representative No. 1277581 of InterPrac Financial Planning Pty Ltd (InterPrac) AFSL No. 246638. InterPrac is a fully owned subsidiary of Sequoia Financial Group (ASX:SEQ).
As Authorised Representative of InterPrac, CLY Financial Planning is an advice business that believes that Australians need, and would significantly benefit from, receiving professional financial advice. Good advice can help clients Build Better Protection and Wealth for Family and Retirement.
Mark is the founder of CLY Financial Planning. Mark is a licensed financial planner (Authorised Representative No. 1242507 of InterPrac Financial Planning Pty Ltd AFSL No. 246638) equipped with latest finance, accounting and IT expertise from his over 10 years of working experience in the finance, accounting and IT industry. As a highly skilled professional, Mark is always passionate and committed to finding the right financial solution for individuals and families to achieve their financial and life goals.
At CLY Financial Planning, we are acting as your personal financial advisor to assist you with all your financial needs including but not limited to personal Insurance, managed Investment (e.g. managed funds), personal Superannuation (Super), Retirement Planning, Transition to Retirement (TTR) and Self-Managed Super Fund (SMSF). We understand that financial planning is a life-long journey, and the external environment or your personal circumstance could change all along the way. We will help you with our up-to-date knowledge and rich experience in the financial industry, and we also make sure our financial planner will act as in your best interest at all times.
We have Multiple Offices across Melbourne metropolitan area. Our Mobile Financial Advisor also proudly service all Victoria suburbs! We are more than happy to make an appointment with you in our office, your home, your business place or anywhere as you prefer.
No one cares more about your financial and life goals than you do – until now! Please Contact Us, CLY Financial Planning, immediately for a complimentary financial planning consultation! We are always ready to help!