About Us

3+

Years in business


Structured to meet the needs of our clients
147 +

Happy Customers


Our customers are the most important part of our business

Our Story


  • December 2019 – present

    Commenced working with our new licensee Oreana Financial Services.
  • April 2017-November 2019

    Commenced operations as Best Life Financial Planning under the financial services licence of Commonwealth Financial Planning – Pathways.
  • July 2012 – March 2017

    Mark worked as an employee of Commonwealth Financial Planning as a Financial Planner in the Brisbane North team
  • April 2011 – June 2012

    Mark took on his first role as a Financial Planner in the North Queensland Commonwealth Financial Planning team based in Mackay.
  • March 2010 – April 2011

    After studying his Graduate Diploma in Financial Planning while working as a high school teacher, Mark commenced his first role in financial services as a Paraplanner for Commonwealth Financial Planning.