April 2, 2026

In this episode, Stephen and Mark Burgess, Magellan’s head of distribution, discuss the nuances of the capital-raising marketing tactics that grew Magellan into the company it is today. Drawing on his career, Mark talks about cultivated luck and disciplinary processes that have underpinned standout sales results.

Mark joined Magellan in 2010 as head of research relationships and key account manager and was promoted in July 2023 to head of distribution, Asia Pacific. He is responsible for wholesale distribution Australia and New Zealand, institutional distribution Asia Pacific and marketing.

Before that, Mark spent two years at Zurich Investments as a key account manager and head of research, having previously held distribution roles over five years at Challenger Financial Services including state manager of NSW and head of research relationships. Mark has also worked in distribution at Colonial First State and at BT Funds Management.

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Mark holds a Bachelor of Commerce from the University of Wollongong and a Graduate Diploma in Applied Finance.

Alongside Stephen, Mark presents the complexities of the funds and wealth management industry, sharing his insights on:

1.        When (and when not) to say yes to opportunities

2.        Earning trust as a brand

3.        When to leave a good thing behind

4.        Capitalising on your luck