I’m a true Scotsman and so any rumours you’ve heard about kilts are correct. I was once in the finals of Australia’s Funniest Home Videos and in the past designed printed circuit boards for Nokia when phones weren’t smart. I’ve been in the finance industry for close to 20 years, and have lived in the highlands and tablelands for over a decade.
As your financial adviser, I can help you to build a sense of financial security whilst helping you to create opportunities for meaningful and enriching life experiences. In an age where we all are working harder, helping you to get the most from your individual financial situation is the most satisfying part of the job. I look forward to helping you achieve your financial and lifestyle goals.
Advanced Diploma of Financial Planning / Diploma Finance Broking Management
Member, Financial Planning Association
Mark Screen is an Authorised Representative, No. 305607 of Clearview Financial Advice Pty Limited (“Clearview”) AFS Licence No. 331367
Many of you will think that Finance and Fine Art are an unlikely mix, but with seven years in the financial industry and love for the visual world, I understand the importance of seeing the big picture to reach your financial goals. As the Financial Planning Coordinator, I enjoy being part of your journey in helping you achieve your dreams!
When I’m not working, I love to travel and have been lucky to have travelled to many countries. I also enjoy volunteering, and since beginning at BDCU Alliance Bank in 2011 I have been involved with the BDCU Children’s Foundation collaborating with the committee to help organise fundraising events.
Thanks to my cross-disciplinary manner I understand making what is important to you happen, our team of financial advisers and local business specialists can help you get there. Contact me to make an appointment today.
Kylie has been a valued member of the BDCU Alliance Bank team for more than three years now.
In her role, Kylie is dedicated to supporting our local business customers grow their business. So if you need a hand, or know of someone who does, please get in touch.
As a resident of the Southern Highlands for more than 14 years, she knows what it takes to be successful in our community.
When not hard at work, she also happens to be a big fan of the karaoke machine.
As the Local Business Manager and born and bred Goulburnian with over 30 years experience in the financial industry, I am focused on assisting local businesses with all aspects of their business. Many people don’t know this about me, but I represented NSW at the Australian Titles in high jump as a 12 year old. I am an avid bulldog supporter in the NRL (please continue reading) and hopefully my boys will continue this tradition for many years to come (not confident). As well as being a sports fanatic, I enjoy spending quality time with my kids and helping out the local sporting teams, I coach my two boys in soccer, and I am heavily involved in cricket and athletics.
I understand the importance of making time to do the things you love, so I would enjoy the opportunity to have a chat to see how we can help you achieve your business goals while keeping up with what you value most.