Mark Patton has worked in senior roles within the financial services industry since 1995. He brings to Stuart Carlyon a broad level of experience both in finance and business. In the mid-1990s Mark received a Fujitsu scholarship to complete a Japan-focused Executive MBA and studied at the University of Hawaii in Honolulu and Tokyo. After graduating, he worked for Dun & Bradstreet in Japan before returning to New Zealand with his family.
Mark served as CEO of Jacques Martin (part of ASB Group), followed by ten years’ experience with ANZ in retail leadership and institutional banking. In 2017, he switched from corporate life to a more personal area of finance and joined Stuart Carlyon as an adviser. Mark was welcomed as a partner of the firm in 2018.
Director, Financial Adviser
Bachelor of Commerce (Hons)
Executive MBA Dip Bus Stud (Financial Planning)
Certified Financial Planner (CFPCM)
Member of Financial Advice New Zealand (FANZ)
Authorised Financial Adviser (AFA)
“Each of our clients has a unique personal situation – their family story, financial position, values and aspirations. It’s very satisfying to work alongside you to bring these elements together and to show how you can meet your goals while taking the worry out of investment.”