Mark started his finance career in Investments and Corporate Banking 8 years ago, serving both individual clients and businesses. As a result, he has a wealth of experience in meeting the needs of clients on a personal and business level.
Mark's key strengths are in building trust and long-term relationships and he is passionate about helping clients achieve their financial goals by prioritising, protecting and maximising their wealth. Client needs are most important, and he spares no effort in providing the best service to help them to reach their goals.
He specialises in Mortgage and finance structuring, Superannuation Strategies and Life Insurance – Death, Total Permanent Disability, Trauma & Income Protection.
As Mark is not aligned to any of the big banks, he is not obliged to sell the big banks' products and will recommend financial strategies best suited to the client.
Mark Yeo | Mortgage Specialist
Authorised Credit Representative No. 439016
Auscred Services Pty Ltd (ACN 164 638 171)
Head Office: Level 11, 37 Pitt Street, Sydney NSW 2000
T: 1300 735 557
WHAT CLIENTS SAY ABOUT
MARK AND VIGILANCE FINANCIAL SERVICES:
Mark Yeo is very knowledgeable, hard-working and professional about his work. He has patiently explained many things about financial planning (cleared the haze for me). I am very happy with his service.
I just want to say. We are extremely satisfied with your service and help you provided.
We had a difficult situation where our current mortgage broker at the time and couple others couldn't help us in refinancing our home loan. But you looked at our problems as opportunity to get us better deal on home loan refinancing. I would definitely recommend you to all my friends and relatives with needs to get a better deal.
We are looking forward to strengthen our relationship as I have no intentions to use anyone else as our mortgage broker.
Thank you once again for all the great help. We appreciate it greatly.
P Singh, Business Analyst
Thank you very much for everything, Mark!
You have been really helpful during this whole process, and very quick to reply to any questions or correspondence we've had.
I will definitely refer people to you if given the opportunity.
B Sanelli, Pharmacist
Mark was patient and understanding. He helped me grasp complicated financial concepts by patiently explaining in layman terms. I fully recommend him!
T Lee, Senior Manager
A Francis, Medical Technician
Thanks Mark for the confirmation and another great service you have offered.
A Hii, IT Consultant
.... I am ever so grateful for the time and effort you put in to refinancing my loans...
R Deriu, National Business Manager