Mark Gilliam

Tax Accounting and Super Centre

Bronze

8 Yrs Experience

Mornington, QLD 4825

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My goal as a Wealth Manager and Managing Partner at Tax, Accounting and Super Centre is to inspire my team to provide professional quality financial advice to everyone with the desire to improve their financial position. I enjoy using my extensive experience from my corporate background in our family owned business with the aim to provide a unique, friendly yet professional service to my local community for all financial aspirations, from the simple to the complex.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 June 2018

I find Mark to be genuine and caring with his advice and willingness to understand my situation. He is always professional in his performance and i can rely on him to follow through on his committments.

5.00 May 2018

I have been very happy with Mark . When I was looking for advice I went to 3 different companies which gave similar advice with my investments and super. Mark was different he treated me with respect and made it easy for me understand what my money was doing. He didn't treat me like silly women like I had experience in my life before I came to Mark. I tell all my friend now how good he is. I feel safe with my investments now.

5.00 May 2018

Mark has helped us to understand the need to plan for retirement

Adviser status Bronze
Rating 5.00
Number of reviews 3
First year providing advice 2015
Years of experience 8
Highest qualification
- Diploma of Financial Planning (1-8)
Language spoken
- English

Tax Accounting and Super Centre

Shop 2 Turanga Shopping Centre, 26 East St
Mornington, QLD 4825

Interprac Securities

AFSL 246638

Mark Gilliam

Tax Accounting and Super Centre

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Tax Accounting and Super Centre

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Interprac Securities