Mark Small is an ex-investment banker with over 20 years experience at the coal face of the financial markets in Australia focused primarily on the creation of financial products tailored to the superannuation market.
Mark’s investment banking career spanned 22 years working in the dealing room’s of Bankers Trust, Macquarie Bank, UBS and Merrill Lynch. During that time Mark was responsible for the creation and sales of innovative wealth creation and risk management products for both the retail and wholesale markets including self managed super funds.
Mark holds a Bachelor of Commerce Degree, a postgraduate degree in Applied Finance and Investment, derivatives accreditation (Level 2), and is a licensed real estate agent, When he’s not focused on the investment markets, Mark enjoys spending time with his wife and 3 children as well as a wide range of sporting interests including golf, running, rugby, cricket and AFL. Now residing on the Gold Coast where he also owns a large resort (Bel Air on Broadbeach) Mark also enjoys spending time at our wonderful beaches when time allows.
Gavin is a senior SMSF professional with more than 15 years’ experience in Banking & Finance, Financial Services, Software and IT solutions. He is passionate about developing solutions for the SMSF market and has a solid understanding of all aspects in the SMSF sector including accounting, audit, administration, data integration, portfolio management, outsourcing, software and IT infrastructure.
Gavin began his career as a product manager at BGL, Australia’s leading SMSF software solution. He has since worked in a senior management capacity in companies such as Justsuper, Deloitte and NAB in developing some of Australia’s leading SMSF administration and accounting solutions.
He is an efficiency expert and and specialist in building SMSF businesses that provide positive value added experiences to SMSF trustees. He is an avid believe in making things simpler by embracing change and technology.
Gavin is CPA qualified and holds a Bachelor of Business (Accounting).
During his spare time Gavin enjoys keeping fit by training to climb mountains and also enjoys flying.
Over the past 15 years, Justin Beeton has become one of Australia’s most successful investors, superannuation experts, and entrepreneurs.
Justin has had extensive experience both in superannuation and investment management at some of the leading investment services firms in Australia.
Justin has written numerous articles for financial journals, is a regular investment expert on various news channels, and is a sought after public speaker called upon to educate Australians on investing and superannuation.
Justin holds a Bachelor of Commerce Degree, a post graduate diploma in Applied Finance and Investment, is a licensed investment adviser, and a qualified and practicing investment manager.
Rebecca has Diploma in Financial Planning, and is an accredited Insurance Specialist and Self-Managed Super Fund adviser. She has over 15 years’ experience in the financial planning industry. Rebecca has held a number of roles in the financial services industry starting with Westpac in their Consumer Lending area, then National Private Bank as a Para-Planner before moving into a Financial Planning role. She joined Macquarie Private Wealth in 2002 assuming the role as Technical Sales Manager where she stayed for 6 years.
Following the birth or her second child Rebecca began consulting to a number of smaller financial services and accounting businesses as a Para Planner and Technical Specialist before joining The SMSF Club in 2013. During her career at Macquarie Rebecca was responsible for rolling out technical training for advisers in the more complex areas of financial planning. This experience allowed Rebecca to develop a very strong skill set in the more technical areas of financial advice. Rebecca now runs the operational side of The SMSF Club and also enjoys working with clients as our Insurance Specialist to review and implement personal insurance with them.
Lachlan began working at The SMSF Club in early 2014. Since then, Lachlan has worked within the admin team, and currently assists Justin in the management of share trading accounts.
Having first invested in the stock market in his teens, Lachlan has grown to respect the risk management and return potential offered by strategies pioneered by Justin. This appreciation, along with his underlying passion for the stock market, positions Lachlan perfectly.
Lachlan is currently studying at the University of Sydney, double majoring in Economics and Finance. Lachlan also has a Diploma of Financial Planning and Derivatives Accreditation.
An avid sports fan, Lachlan cheers for any Australian team, and can be found surfing or playing golf when not in the office.