Meet the Team

Mark Screen

Advice Manager

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.

Qualifications

Advanced Diploma of Financial Planning / Diploma Finance Broking Management

Professional Memberships

Member, Financial Planning Association

Mark Screen is an Authorised Representative, No. 305607 of Clearview Financial Advice Pty Limited (“Clearview”) AFS Licence No. 331367

BDCU Alliance Bank, Be Better Off, Mark Screen, Advice Manager

Kylie Blatch

Local Business Manager | Southern Highlands

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.

BDCU Alliance Bank, Be Better Off, Kylie Blatch, Local Business Manager, Southern Highlands