Mark Lawrence | York Heritage Capital
Mark Lawrence | York Heritage Capital
Mark Lawrence is a highly regarded fixed income specialist with over 18 years’ experience advising high-net-worth individuals, family offices, self-managed super funds (SMSFs), not-for-profit organisations, and private investment companies across Australia.
At York Heritage Capital, Mark leads the firm’s fixed income and credit advisory practice, designing and managing sophisticated bond portfolios that deliver reliable income, capital stability, and genuine diversification from equity market volatility. His deep knowledge of the Australian credit universe encompasses:
- Commonwealth and State government bonds
- Investment-grade and high-yield corporate bonds
- Bank hybrids, capital notes, and Tier 2 securities
- Inflation-linked bonds and floating-rate notes
- Private credit and unlisted debt opportunities
- Term deposits and structured income solutions
Mark holds a Bachelor of Economics (First Class Honours) from the University of Sydney and is RG 146 compliant. He is an active member of the Financial Advice Association Australia (FAAA) and the Australian Financial Markets Association (AFMA), regularly contributing insights on interest-rate strategy and credit market developments.
Clients value Mark’s straightforward, evidence-based approach and his ability to translate complex market dynamics into clear, actionable strategies. Whether preserving wealth through defensive bond ladders or enhancing yield with carefully selected corporate and hybrid securities, Mark’s focus remains firmly on aligning fixed income allocations with each client’s unique cash-flow requirements, risk tolerance, and tax circumstances.
Outside the office, Mark is a keen ocean sailor and a long-term supporter of financial literacy programs in regional New South Wales.
Get In touch with me
Mark Lawrence | York Heritage Capital
Email: mark.lawrence@yorkheritagecapital.com
Head Office: +61 2 9100 0794 (Ext 03)
Direct Line: +61 2 5503 1067
Mobile: N/A
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