ABOUT US

About Us

Our People

Mark Pel

Mark Pel

CFP, F Fin, MFinPlan, JP

Authorised Representative No 245131

Mark is the Principal of Hillcrest Financial Services. He has had 37 years experience in the financial industry, 27 years as a Financial Adviser.

Mark is passionate about helping people to understand their financial situation and investments to ensure they make informed decisions and take control of their financial future. He believes that people are happier when they make the decision themselves as a result of being well informed.
 Mark will go out of his way to make sure his clients understand what their options are, what the risks are, and the likely implications of their actions. Therefore, his role is usually that of Financial Coach.
 
In 2001 Mark took on the challenge of running and developing Hillcrest Financial Services (HFS) into the respected practice that it is today. 

Mark is a Certified Financial Planner, holder of a Diploma of Financial Planning, a Diploma of Financial Markets and a Masters Degree in financial planning. 

In 2018 Mark was elevated to the designation of Fellow of the Financial Services institute of Australasia (FINSIA), in recognition of his 30 plus years of service to the finance industry along with his dedication to post graduate studies.

Our continued vision is to have a financial planning practice that genuinely puts clients’ needs ahead of the adviser and to place you in a better position than your were prior to seeking our advice.

Awards.
  • In 2000 Mark was awarded the title of Regional financial adviser of the year with NRMA financial planning.
  • In 2018 Hillcrest Financial Services was recognised with Financial Wisdom’s quality recognition (small practice) award.  This is an Australia wide award that recognises quality service and advice provided.  

Zita Pel – Adviser Support

Zita has been a strong support to HFS for the last 22 years in many ways. Today she helps maintain client records and provides support in administration and review preparation.
Zita Pel
man calculating fees

Cameron Pel – Financial Adviser support

Cameron joined HFS to put theory into practice while studying Business and Financial planning at Uni SA. He is a valuable asset to the business, working in the area of adviser support while working towards becoming an adviser once his professional year is complete.

FEES

We strive to provide quality and comprehensive advice to our clients with no surprises.

We use a “fee for service model”, meaning you pay based on the time and expertise taken to do a job and not based on a commission reliant on how much money you have. Our promise is that you will never incur a fee without knowing about it first.

Our initial consultation fee is $330.00

During our first meeting we will be able to set out our advice and service fee schedule based on your needs so you can be fully informed about fees and expected services from day one.

As a guide our comprehensive personal  advice fee for individuals starts at $4,400 and advice for entities such as Self Manage Super funds starts at $6,600.
man calculating fees
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