Mark Giles Dip FP Cert Comm FP Cert FB CD
Financial Planner & Director
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.
Mark is a Certified Financial Planner and holds a Diploma of Financial Planning. In addition to that, he is an Associate of the Financial Planning Association.
Mark completed a Certificate in Commerce/Financial Planning through the University Of Western Sydney (UWS) and is currently looking to expand his expertise by studying a Masters in Commerce/Major in Financial Planning at UWS. He also holds a Certificate in Finance Brokering.
Mark conducts himself ethically and professionally in every aspect of his work and adheres strictly to the guidelines set out in the Financial Service Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited.
The purpose of the Financial Service Guide is to give you the information you need before finding someone to look after your financial interests. Under the Guide, you have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide Links.