Mark Montaldi

Head of Adviser Services and Compliance

With over 25 years of extensive experience in the financial services sector, Mark is a highly accomplished investment professional. His deep expertise covers superannuation, private wealth, and funds management, where he has excelled in senior positions focused on strategic relationship management, business operations, product innovation, and project oversight.

Before his tenure at Quilla, Mark played a crucial role in shaping the investment industry, utilising his skills at some of Australia’s leading financial institutions such as BT Financial Group, NAB Wealth, Russell Investments, Perpetual, and the Sydney Futures Exchange. He brings this wealth of experience to his clients in his role of supporting their business growth.

Mark holds a Bachelor of Science degree from Macquarie University, an MBA (Executive) from the highly regarded Australian Graduate School of Management, a Graduate Diploma in Applied Finance and Investment, and Financial Planning from FINSIA. Mark is also a Fellow at Kaplan.

Qualifications

Bach. Science, MBA (Executive), Graduate Diploma Applied Finance & Investment & Financial Planning from FINSIA

Years experience

25

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