Mark Giles

Wealthwise

5.00
4 Reviews
Gold
36 Yrs Experience
Osborne Park, WA 6017

Mark is a certified financial planner who specialises in Superannuation Planning, Risk Management and Investment Advice. He has vast experience in these matters and has helped people for over 30 years.

During his time in the industry – which began in 1987 – Mark has owned and managed an accounting practice. This gave him the opportunity to provide specialist advice to small businesses and individuals on tax planning strategies. Mark also has experience in owning and running a Mortgage Brokering business

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 1988
  • Years of experience 36
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Certificate in Commerce (Financial Planning)
  • Language spoken
    • English

Wealthwise

Building C, Suite 2, Level 4, 355 Scarborough Beach Rd
Osborne Park, WA 6017

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306