Mark is known and respected as a people’s champion who has built a career from making quality financial advice available to all Australians. He has a passion for educating people about how to make their money work for them and his acumen provides inspiration for entrepreneurs and hardworking people all over the country.
Mark’s enthusiasm for delivering affordable financial advice is the driving force behind his company, Yellow Brick Road Wealth Management. Since its inception in 2007, Yellow Brick Road has built a national branch network with the aim to bring first class financial services to the suburbs. Yellow Brick Road offers advice and products for home loans, financial planning, insurance, term deposits, accounting and tax, as well as small business advice.
Mark’s past experiences have had a profound impact on the way he does business today. In 1996, Mark founded Wizard Home Loans, one of Australia’s largest non-bank lenders. Wizard became a pioneer in the mortgage market by offering consumers smarter access to better value loans. Under Mark’s direction, Wizard grew to approximately 300 branches across Australia, New Zealand and India before the company was sold to General Electric in 2004. Mark was appointed Non-Executive Chairman of GE Money in 2004, a position he held until February 2009.
Mark is an Adjunct Professor for Banking & Finance and Business Law & Tax at University of New South Wales Australian School of Business. He is also an alumni of the Australian School of Business and works with the university to mentor tomorrow’s business leaders and entrepreneurs. Mark is one of the school’s most distinguished lecturers and speaks to undergraduate, post-graduate and prospective students about leadership, success, and global economics. He also sits on the UNSW Australian School of Business Advisory Council Board.
Mark is the author of Wealth Wizard and The Yellow Brick Road to Your Financial Security, and he writes for some of Australia’s most recognised publications, including The Sunday Telegraph, BRW, Real Living, Madison, Smart Property Investment and Wealth Creator. He’s a board member of the Sydney Roosters, host of Channel 9’s The Apprentice Australia and The Celebrity Apprentice Australia.
As the Chief Executive Officer of Yellow Brick Road, Matt brings over two decades of experience in the financial services industry with a wealth of expertise in advice and distribution in banking and wealth management. Matt is a passionate advocate for delivering quality financial advice for Australians, which is evident from the high professional standards that he has set throughout his executive career.
Matt’s role at Yellow Brick Road is to grow a business that has quality, independent and affordable advice at the core of its offering. By growing the network of branches with local relationships and a community presence combined with the support of specialists in insurance, investments, superannuation and accounting, Matt’s objective is to deliver the capability that supports Yellow Brick Road’s vision.
Matt most recently held senior executive positions with NAB where he was responsible for reigniting NAB's participation in the mortgage broker market. Previously Matt held senior executive positions at MLC, which included leading a network of over 1,500 licensed Financial Planners. He has also served as a Director for the Financial Planning Association (FPA) and the Mortgage and Finance Association of Australia (MFAA).
James joined Yellow Brick Road at the commencement of the business in July 2007, after the acquisition of his accounting practice. James was a partner in the chartered accounting firm Allworths between 2003 and 2007 and was responsible for the private wealth management and superannuation areas of the firm, specialising in self managed superannuation and the structuring of the affairs of medium to high earners and high net worth clients. James has extensive experience in advising private clients on both domestic and international tax, investments and related issues. Prior to Allworths, James worked with Dawson & Partners between 1989 and 2003, where he became Sydney Managing Partner, during which time he advised on financial and taxation matters servicing wholesale and retail clients and being responsible for the management and administration of client investment portfolios and strategic and structural advice on estate planning, investment and risk products. James is a chartered accountant and holds a Bachelor of Business from Charles Sturt University. He is a Specialist Adviser member of the Self Managed Superannuation Professionals’ Association of Australia and a member of the Taxation Institute of Australia.
Brad joined Yellow Brick Road in early 2009 after 13 years with Wizard Home Loans, a company he co-founded with Mark Bouris. From 1996 to 2009, Brad was responsible for the brand development, marketing and retail product platforms. During his time at Wizard Home Loans, Brad created a brand profile that saw the business reach 92% prompted awareness in the crowded Australian financial services sector. Along with Mark, Brad was also instrumental in taking the Wizard Home Loans brand and distribution model to both New Zealand and India. Post the sale of Wizard Home Loans to the General Electric group in 2004, Brad was engaged by the General Electric group to not only continue to manage the Wizard Home Loans brand but also actively consult on the GE Money brand both in Australia and globally.
Bryn is a leading eCommerce and Operations specialist. He led the team which developed Wizard Home Loans’ websites and online marketing for Australia, New Zealand and India between 2000 and 2008. Prior to Wizard Home Loans, Bryn spent six years at Westpac Banking Corporation in various eCommerce roles, including management of all online consumer sales processes between 1999 and 2000, development of the first Australian mortgage broker extranet (IntroducerNet), launched in 1998 and development of the first internet based home loan sales process used by Westpac, launched in 1997. Bryn’s prior experience includes is as a consultant to Unisys New Zealand with a banking client focus which included long term engagement with ASB Bank and Trust Bank between 1989 and 1996. Bryn holds a Master of Philosophy (Hons) in Computer Science from Auckland University, New Zealand.
Richard joined Yellow Brick Road in August 2010. He has over 20 years experience as a finance executive with particular focus on financial management of fast paced, growth orientated businesses. He is a certified practicing accountant and holds a Master of Business Administration from the University of Technology, Sydney. Past experience has included roles as chief financial officer at OzEmail Internet, BlueFreeway Limited (following its takeover by Independent Print Media Group) and CommSecure Limited.
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