About Us:
Mark Godfrey - Director
Mark is the Director of Next Level Financial Services. He helps individuals manage their wealth. Mark holds a Bachelor of Commerce at Melbourne University, a MBA from Melbourne Business School and a Diploma in Financial Planning. As a Senior Financial Adviser, Mark has extensive experience in financial services specialising in superannuation, investments, tax effective investment, risk insurance, asset protection and estate planning. Mark actively advises Next Level's clients to assist them in identifying opportunities and strategies to maximise their wealth. He is involved in all aspects of the relationship with clients from the first meeting to the implementation of the financial strategy through to the ongoing review and fine tuning of recommendations. As the Director, Mark also works on Next Level's strategic direction and his responsibilities extend to marketing Next Level's services to new clients as well as developing business partnerships with other professional services firms.
Away from the office, Mark is a committed father, who long ago gave up believing that he could outsmart his daughter. He also has a wide range of sporting interests and his mood of a Monday morning can often be traced to North Melbourne's football team performance on the preceding weekend.
Call Mark on 03 9188 4254 or 0409 222 507 or via email to book an appointment.
Away from the office, Mark is a committed father, who long ago gave up believing that he could outsmart his daughter. He also has a wide range of sporting interests and his mood of a Monday morning can often be traced to North Melbourne's football team performance on the preceding weekend.
Call Mark on 03 9188 4254 or 0409 222 507 or via email to book an appointment.
Jess Check - Financial Adviser & Client Services Manager
Jess is a Financial Adviser and the Client Services Manager for Next Level Financial Services. Jess completed a Bachelor of Commerce Majoring in Finance and a Bachelor of Arts Majoring in International Studies in 2016 at Monash University and became a practicing Financial Adviser in 2017.
As a Financial Adviser Jess aims to provide holistic advice to all clients in financial services specialising in superannuation, investments, forecasting, risk insurance, asset protection and estate planning.
Jess prides herself on developing strategies that are in line with client’s goals and building long-term relationships to facilitate attainment of these goals. Jess is also also the first line of communication in the business and is responsible for managing the relationships with clientele, liaising with a number of institutions on behalf of clients, assisting in the preparation and delivery of advice and is involved in the day to day operations of the business. Outside the office Jess enjoys keeping fit often training in the gym or outside if weather permits, cooking (or more accurately eating the food her partner Samuel cooks), reading and keeping up to date with new films on weekends.
Call Jess on 03 9188 4254 or 0417 569 963 or via email to book an appointment.
As a Financial Adviser Jess aims to provide holistic advice to all clients in financial services specialising in superannuation, investments, forecasting, risk insurance, asset protection and estate planning.
Jess prides herself on developing strategies that are in line with client’s goals and building long-term relationships to facilitate attainment of these goals. Jess is also also the first line of communication in the business and is responsible for managing the relationships with clientele, liaising with a number of institutions on behalf of clients, assisting in the preparation and delivery of advice and is involved in the day to day operations of the business. Outside the office Jess enjoys keeping fit often training in the gym or outside if weather permits, cooking (or more accurately eating the food her partner Samuel cooks), reading and keeping up to date with new films on weekends.
Call Jess on 03 9188 4254 or 0417 569 963 or via email to book an appointment.
Andrea Coulsell - Marketing Manager - Part time
Andrea is the Marketing Manager at Next Level Financial Services and facilitates Next Level's marketing strategy in line with current business objectives. Her duties include brand management, preparation of marketing materials and overseeing and maintaining the corporate website and the social media platform.
Andrea is married with one teenage daughter and enjoys interior design, pilates and painting in her spare time.
Andrea is married with one teenage daughter and enjoys interior design, pilates and painting in her spare time.