
Hi,
my name is Mark Pawley. I am a concerned investor just like
you. I go to work everyday and I plod away at my chosen
vocation, hoping to set aside enough money to ensure I
achieve the many things I want to achieve. I too have many
questions regarding my financial well being in years to
come, and it is these questions, as well as utterly
inappropriate and downright poor advice dispensed to me by
hopelessly inept financial advisors, that prompted me to get
educated and search for a better solution. My varied
businesses outside of financial services have always
involved attending to customer needs to ensure their
satisfaction. This is the cornerstone of any business, and
it is this philosophy that does not allow me to recommend
any financial services products that cannot add value to
your financial well-being. Many of those doing the advising
are motivated by commission, and from a financial services
perspective this creates a conflict. For this reason the
only way for me to enhance your investment experience is to
encourage you to get yourself into a position where you are
better informed and can take charge of your own financial
destiny. Without going into chapter and verse let’s just say
that you will be better served by embarking on an
empowerment journey.
Finally, I do not receive any money from any product
providers. I host this website at my expense. I am not
employed by any of the industry participants, and therefore
I am completely free to dispense my views without fear of
employer incrimination, or media editor interference. All
the views and opinions are my own. Above all else I continue
to write articles for accredited journals, present at
conferences, lecture to BML and MBA students and, most importantly
conduct finance research. |
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Awarded TOP HONOURS |
for Portfolio
Planning and Management 2005, sponsored by
acsis, at the Financial Planning Institute
convention. |
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Academic
Qualifications:
Canadian Securities Course (CSC™)
Bachelor of Business Administration (BBA)
Master of Business Administration (MBA)
Dissertation entitled “A Comparative Study
of Opposing Investment Strategies: Active
versus Passive Investment Management”
Post Graduate Diploma (Financial Planning)
Advanced Post Graduate Diploma (Financial
Planning)
Asset Types and Investment Instruments
Principles of Portfolio Planning
Philosophiae Doctor (Business Management) (Ph.D)
Thesis entitled “Mean Variance Optimisation,
Stochastic Simulation Modelling and Passive
Formula Strategies for Equity Investments” |
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Professional
Designations:
Certified Financial Planner™ (CFP™)
Chartered Marketer (SA) |
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Memberships:
Financial Planning Institute
Economic Society of South Africa
Investment Analysts Society of South Africa |
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