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Mark is a Certified Financial Planner® and is mandated as a representative of Momentum Financial Planning – a division of Momentum Metropolitan Life, an authorized financial services provider (FSP 6406).

Want to check out our credentials:


Search the Financial Services Conduct Authority (FSCA) website to verify Mark Cloete’s representative status and licenses.

How to search:

  1. Click Verify Here
  2. Type “6406” in FSP No. field
  3. Click details
  4. Click representatives
  5. Type “Cloete”


The CFP® professional status is administered by the Financial Planning Institute. Search the Financial Planning Institute’s website to verify membership and professional status.
Mark’s Membership number is 101395

How to check:

    1. Click Verify Here
    2. type “Mark Cloete”

(in Full name starts with field)

Disclosure Notice

Advisors are required by law to make certain disclosures to clients to enable clients to make informed decisions.

Click Verify Here to view or download Disclosure notice

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