Complete Financial Solutions

Financial Planners - Where Experience and Integrity Matter

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    • Mark Giles
    • Brent Giles
    • Bob O’Grady-Smith
    • Ercan Boduk
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Our Values

Integrity

We conduct ourselves with uncompromising integrity and honesty as individuals and as a company, following the highest standards of ethical conduct in all our dealings with clients, staff and associates while strictly protecting their privacy.

 

Commitment to Excellence

We have a passion for superior service and relentlessly pursue excellence in all that we do.

 

High Professional Standards

We adhere to high professional standards for the benefit of our clients and for the sustainability of our business.

 

Respect

We give clients, associates and fellow employees the respect and kindness they deserve, and show consideration for their individual values and beliefs.

 

Credibility

We strive to earn credibility in others, which we believe is essential to long-term personal and business relationships.

 

Continuous Improvement

Change is part of life. We therefore stay in tune with changing circumstances and requirements and continually seek new knowledge in order to consistently provide services that meet the needs of our clients throughout their lives.

 

Accountability

Each of us takes responsibility for our actions and mistakes and learns from them. We are all accountable to our clients and ourselves.

 

Teamwork

We can achieve more by working together than on our own – our unified team is more powerful than the sum of its parts. We strive to ensure that opportunities for participation and advancement are available for all staff.

 

Enjoyment

Work is an important part of life and it should be fun. Good business doesn’t mean always taking things too seriously.

 

Enthusiasm

Our enthusiastic spirit enriches our work environment and drives us to success.

 

We Care

We care about the people we deal with – our clients, our staff and our associates – and it shows in everything we do.

 

Recognition

We recognise our clients’ achievements and acknowledge our team members who positively contribute to our clients’ and team goals.

 

Community Support

We are committed to supporting the communities within which we serve. We feel a responsibility to contribute to our society’s social, environmental and economic wellbeing.
 
 
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We are always happy to take a call and talk about your situation and needs. Please don't hesitate to get in touch.

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Complete Financial Solutions Site Identity
Complete Financial Solutions (WA) – Financial Planning ABN 26 050 157 938 is a Corporate Authorised Representative No 001278031 of
ClearView Financial Advice Pty Ltd ABN 89 133 593 012, AFSL No.331367.
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