About Us

About Us

Based in the Sutherland Shire for more than 30 years, Capricorn Financial Advisers are your trusted choice for financial advice including establishment of your self managed super fund, investment strategies and ongoing management.

We have decades of experience in the buying and selling of Australian stocks, with several solicitors using our services for the winding up of portfolios on the behalf of estates.


  • World class Advice, Local Sutherland Shire presence.
           Feel welcome to call us on 9521-2644 and chat to Mark or one of our team.

Meet Our Team

Mark Hardick
SMSF Adviser

It’s important that you get to know more about any adviser that you choose to work with.

We appreciate that the money we advise upon is not our money, it represents our clients past and their future.


What Can Mark Do For You?

  • Mark operates his own Self Managed Super Fund (he practices what he preaches)
  • Provide expert guidance on setting up, and managing your Self Managed Super Fund
  • Design a retirement plan that will prepare you financially for virtually anything that may happen
  • Manage your money with the application of evidence-based strategies with the aim of delivering
  • predictable outcomes
  • Provide you with comfort of knowing: How much income you can live upon in retirement, How long your money will last, Explain the potential to financially assist family today, a ‘living legacy’

Professional Credentials

  • Advanced Diploma of Financial Planning
  • Justice of the Peace
  • To ensure provision of modern retirement planning strategies, Mark regularly attends professional development
    training days, specific strategy training sessions, and investment briefings.

About Mark

Mark is a long term Sutherland Shire resident, and can often be found boating the local waterways.

As an avid swimmer, Mark is regularly on Cronulla Beach for those refreshing early morning dips.  He enjoys spending time with family, including his young grandchildren.

Read more about Mark by clicking here.

Peter Taniane
SMSF Adviser & Lending Specialist

Professional Credentials

  • Bachelor of Commerce (Econ & Finance)
  • Graduate Diploma of Applied Finance (Financial Planning)
  • Cert IV Mortgage Broking
  • Accredited Dimensional Fund Adviser
  • Member of Financial Planners Association (FPA)
  • Member of Australian Financial Advisers Association (AFA)
  • Member of Mortgage Finance Association Australia (MFAA)

About Peter

With strong experience in financial planning, Peter brings a highly valued level of expertise with his experience with Self Managed Super Fund.

Having worked with many wealth accumulation clients, Peter understand there are a myriad of complexities that need to be fulfilled, whether you are considering borrowing funds for your SMSF, or seeking innovative solutions for long term wealth creation.

Peter is an accredited mortgage broker and via his mortgage broking business can support your needs for SMSF Loans.

Peter and his family have grown up in the Sutherland Shire.  He’s a keen Cronulla Sharks rugby league supporter and will be seen at the occasional game at Shark Park.  With two young children, Peter enjoys spending time with family, listening to money podcasts and reading about finance.

To read more about Peter click here

Donna Martin
SMSF Life Insurance Adviser

Professional Credentials

  • Diploma of Financial Services
  • Certificate IV Mortgage Broking
  • Member of Mortgage Finance Association Australia (MFAA)

About Donna

As a mother of two, Donna is passionate about ensuring that your family is taken care of financially should something unexpected happen to you……but in a way that is financially affordable.

Using her expertise with superannuation, Donna can inform you on ways to structure policies to potentially minimise costs.

Donna also actively trials new insurance products in the market to be at the leading edge of new features in the marketplace.  Ask her about incidental benefits that some insurance companies may provide you that could save your household money.  Trust us, she’s all over it.

A long term Sutherland Shire resident, Donna enjoys spending time with family, vacationing down the South Coast and following her kids sporting activities.

 

Jarrod Lynch
Paraplanner

Professional Credentials

  • Currently completing Advanced Diploma of Financial Planning
  • Bachelor of Commerce – Majoring in Financial Planning

About Jarrod

Jarrod is a Paraplanner within the team.  His role is to liase with the advisers to document strategies, recommendations and investment options.   He will then implement your preferences.

Jarrod is an active swimmer, enjoys travel, music and is our office handstand expert!

Anna Thom
Paraplanner

Professional Credentials

  • Currently studying Masters of Financial Planning
  • Bachelor of Business, Majoring in Accounting
  • Commenced Bachelor of Psychology

About Anna

Anna enjoys music and will take any opportuinty to get up on the dance floor. She also has a passion for the arial arts particularly in lyra.

She dives right into problem solving and spends her spare time on puzzles and jigsaws when not studying.

As a paraplanner, Anna directly supports the advisers with new and innovative strategies, investment options and enjoys getting to know each client along the journey.  She is always available for discussion when your adviser may be out of the office.