Mark Morcos
Managing Director at Wealth Journey
Based in Sydney, Australia
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Seniority
C-Team
Department
General Business & Management
Location
Sydney
Industry
Financial Services
Company size
4
Contact information
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m•••••••@wealthjourney.com.au
Phone
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Background
About Mark Morcos
Mark has been in the financial services industry for over 23 years and has held director roles across multiple sectors including Funds Management, Finance, and Wealth Management. Since 2013 Mark has successfully launched, distributed and managed, funds that invest in bonds, listed equities, real-estate debt, real-estate equity, private equity and venture capital. During earlier years Mark had established Wealth Journey, a boutique Wealth Management business which provides strategic and investment advice to business owners pre retirees and high net worth individuals, and has operate under its own AFSL for over 15 years. Prior to this, Mark spent a number of years as a senior adviser in the private banking sector at NAB/MLC. He holds a Bachelor’s Degree in Applied Finance, a Diploma of Financial Planning, an SMSF specialist accreditation, and is a Member of the Australian Institute of Company Directors (MAICD).
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