About - Arrowroad Financial Planning

About Arrowroad Financial Planning

Welcome to Arrowroad Financial , where financial empowerment meets creativity and community. I’m Mark Opie, the Director and Principal Financial Advisor at Arrowroad. Since completing my post-grad studies back in 2006, I’ve been dedicated to helping clients, including women and creative individuals, reach their aspirations and dreams.

Our Unique Approach

At Arrowroad, we believe in the transformative power of financial well-being. We understand that each person’s financial journey is as unique as their fingerprint. We value diversity, creativity, and the individuality of each client.

Empowering Women and Creative Minds

We have a special commitment to empowering women and creative types, although our services are inclusive and open to everyone. We recognize the unique challenges and opportunities that these individuals face. Our goal is to provide a safe and inclusive space where you can explore your financial aspirations and unleash your creative potential.

A Focus on Compassion and Support

Our mission is to create a positive and nurturing environment where you can grow, thrive, and achieve your dreams. We are here to offer not just financial guidance but also emotional support. We understand that money can be a source of stress, and we are dedicated to providing a compassionate and empathetic approach to financial planning.

Your Journey with Arrowroad

Our approach begins with a genuine commitment to understanding your current financial situation. We delve deep into your unique circumstances, listening to your needs and goals. We believe that every financial plan should be as distinct as the person it serves.

Once we’ve gained a comprehensive understanding of your aspirations, we work together to set clear, achievable goals. Our team of dedicated financial experts is at your service, ready to provide tailored advice on financial strategies, products, and solutions. We leverage our expertise and knowledge to create a roadmap that not only guides you but accelerates your progress towards your financial goals.

Our Commitment to Sustainability

Sustainability is not just an environmental concern; it’s a commitment to securing a brighter future for all. Arrowroad is dedicated to sustainable practices, both in our workplace and investment strategies. We support environmentally responsible companies, contributing to a more sustainable world.

Join Us on Your Financial Journey

Arrowroad is more than just a financial advisory firm; we are your dedicated partner on the path to financial success. We are committed to helping you fulfill your dreams and aspirations, providing unwavering support and expert guidance every step of the way. Your financial well-being is our highest priority, and we look forward to embarking on this creative and inclusive journey with you.

Qualifications

I have extensive education and training in financial planning and related fields. These qualifications reflect my commitment to continuous learning and professional development. They also demonstrate my ability to provide high-quality and comprehensive financial advice to my clients. I hold the following qualifications:

Certified Financial Planner (CFP): I completed the Certified Financial Planner Program, which is the highest level of certification in the financial planning industry. The CFP certification demonstrates my competence, ethics, and professionalism in providing comprehensive financial advice to my clients.

Registered Tax Practitioner (RTP): I am a member of the Tax Practitioner Board (TPB), which is the national body responsible for regulating and registering tax practitioners. The RTP registration allows me to provide tax advice and services to my clients in accordance with the TPB Code of Professional Conduct.

Self-Managed Super Fund (SMSF) Specialist: I have a Self-Managed Super Fund Certification, which is a nationally recognized qualification that covers the legal, regulatory, and technical aspects of SMSF advice. The SMSF certification enables me to help my clients set up, manage, and optimize their own super funds.

Graduate Diploma of Financial Planning: I have a Graduate Diploma of Financial Planning, which is a postgraduate qualification that covers the core areas of financial planning, such as investment, insurance, retirement, estate, and tax planning. The Graduate Diploma of Financial Planning enhances my knowledge and skills in providing holistic financial solutions to my clients.

Bachelor of Business (Banking and Finance): I have a Bachelor of Business degree with a major in Banking and Finance, which is an undergraduate qualification that covers the fundamentals of business administration, economics, accounting, finance, and banking. The Bachelor of Business degree provides me with a solid foundation and understanding of the business and financial environment.

Accredited Aged Care Professional: I am an Accredited Aged Care Professional, which is a specialized qualification that covers the complex and sensitive issues of aged care planning. The Accredited Aged Care Professional qualification enables me to help my clients navigate the aged care system and make informed decisions about their care options.

The road to financial freedom starts here

Qualifications