Marc Occhipinti

Practice Principal / Financial Planner
CFP®, BComm, DipFP

Qualifications

  • Financial Planner since 2000

  • Certified Financial Planner®

  • Diploma of Financial Planning

  • BCom (Finance)

  • Certificate lll in Financial Markets

Mark Occhipinti standing front on facing the camera with a slight smile in a blue button up shirt.

Let's face it, working into your 60s and 70s isn't ideal unless it's by choice. The real win is waking up every day knowing you can work because you want to, not because you have to.

My focus? To help you put financial stakes in the ground so you know exactly what you're working towards, and avoid the trap of working longer than necessary.

That’s what financial freedom is all about.

I believe in straight talk – clear, no-nonsense advice aimed at securing your financial well-being. This way, you gain not just confidence in your future but also the freedom to invest your time in what you love – your career, family, or hobbies.

Given my Italian heritage, a sense of family is core in my belief. An abundance of food is never far away! When not with the extended family. I love spending time with Mel and my daughters camping, travelling, perfecting the art of building sandcastles and mermaid tales, and walking/running with my dog Rafi on the beach every day!

I remain active with the Wallington Cricket Club, both in a playing sense and off-field, where I’m currently President. Leading a progressive and inclusive local sporting club brings a lot of satisfaction given how much the local community values what we do.

I believe in creating realistic, doable plans for a future you’re excited about, not just in theory but in reality.

My idea of financial freedom

Enjoying a coastal sunset with beer in hand and seeing and hearing the happiness of my girls.

The freedom to be flexible with my life so I can be available for important times with the family.