Evolution Road was born out of our desire to provide the greater community with a quality, customised and holistic approach to the accounting and financial advice needs of individuals and businesses alike.
We aim to be a vibrant and cutting edge advisory firm, providing a rigid service proposition to ensure our clients are always at the forefront of legislation change and strategic advice designed to optimise taxation, superannuation, investment and cash flow outcomes.
We embrace a collaborative approach to client management, ensuring each relationship involves the services of an accountant and adviser to holistically analyse a particular financial situation. Our belief is that a model incorporating market leading financial capabilities, high service standards and a keenness to nurture client relationships will add to our status as a leadership provider in financial services for years to come.
More than anything, client education is exceptionally important and we believe in the adage that ‘advice isn’t just there to be followed, but there to be understood’.
Mark is a passionate Certified Financial Planner having spent more than 20 years in the financial services industry assisting individuals, families, retirees, corporate executives and business owners with their respective financial strategies.
Having completed bachelor and post graduate study at the University of Newcastle, Mark has previously worked in management and advisory roles with Dixon Advisory, Bendigo Bank and PDD Wealth Management.
With a focus on retirement planning, superannuation, investment and wealth protection strategies, he strongly believes in customising advice to optimise financial outcomes for his clients.
In line with Mark’s own ethics and philosophy, Evolution Road Wealth Management places significant emphasis on building and maintaining strong, trusting relationships, with a view to providing financial security to all generations. He believes through education, the firm can nurture its vision to ensure more consumers and businesses proactively choose to access professional financial services in the future.
Reece is a Chartered Accountant with several years experience in small business, self managed superannuation and individual taxation. He boasts a diversified portfolio of clients in the medical, hospitality, retail, automotive and professional service sectors.
Having studied previously at the University of Newcastle, Reece has since worked with PDD Advisory Group, Fortunity and Purkiss Cullen where he managed significant client bases.
As an owner of Evolution Road, Reece brings a wealth of knowledge and energy to its client base, providing holistic tax management services and customised business advisory skills. His focus on cloud based systems is designed to make life simpler for his clients. His prowess in this field is supported by the firm’s Xero gold partner certification.
Reception & Administration Assistant
In the media
Focus Magazine interview
with Jane Hillsdon
Mark recently had the pleasure of being interviewed by the inimitable Jane Hillsdon from Dragonfly Marketing for her regular Focus Magazine “Business Minds” feature. Jane and Mark discuss the ethos and background behind the business as well as the journey so far…
Reece and Mark reviewed our financial situation holistically and presented a number of suggestions that would help us move the business forward, both tax effectively and efficiently.