Complete Financial Solutions

Financial Planners - Where Experience and Integrity Matter

  • Home
  • Our Services
    • Income Protection
    • Retirement Planning
    • Superannuation
    • Property Investment
    • Business Planning
    • Effective Taxation Strategies
    • Loan and Mortgage Brokering Services
    • Life and Disability Insurance
    • Investment Advice
    • Estate Planning
    • Financial Planning
    • Budgeting
    • Social Security – Centrelink
    • Salary Sacrificing
    • Negative Gearing
  • Our Advice Process
  • Resources
    • Your Portfolio
    • Tools
      • Budgeting and Savings Calculators
      • Money Health Calculators and Toolkits
      • Mortgage Calculators
      • Loans, Credit and Debt Calculators
      • Superannuation and Retirement Calculators
      • Investment Calculators
      • Search Tools
      • Mobile Finance Apps
      • Teaching Resources
  • About Us
    • Who Are We
    • Our History and the Future
    • Our Values
    • Charities We Support
  • Our Team
    • Mark Giles
    • Brent Giles
    • Bob O’Grady-Smith
    • Ercan Boduk
    • Jason Rule
    • Silvana Beradis
    • Anna Giles
  • Testimonials
  • Newsletters
  • Contact Us

Mark Giles

Complete Financial Solutions Mark Giles
Mark Giles Mark Giles Certified Financial Planner 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.

Qualifications

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.

Additional Information

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: ClearView Financial Advice Pty 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 Link.

  • Financial Services Guide

Complete Financial Solutions Contact Us

Talk to a Planner

We are always happy to take a call and talk about your situation and needs. Please don't hesitate to get in touch.

Complete Financial Solutions Contact Us

Latest News

  • News Pages
  • News Pages
  • NewsPages
  • News Pages
  • Connection Point
  • News Pages
  • NEWS PAGES
  • Connection Point
  • News Pages

Newsletters

Informing YouComplete Financial Solutions Read More
 
 
InsightsComplete Financial Solutions Read More
 
 
Market WatchComplete Financial Solutions Read More

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.
Website Terms and Conditions | Privacy Policy | FSG

Design by Imajayne | Copyright © 2022