Jye Marks

Smart Financial

Bronze
4 Yrs Experience
Warilla, NSW 2528

I focus on making the advice process an easy and enjoyable experience for my clients.

Helping you understand your position, finding out what’s really important to you and getting to know you on a personal level are essential factors in helping you achieve your goals, whatever they may be.

Regardless of your stage of life or your circumstances, there are always opportunities to improve your financial position. Whether you’re seeking advice on building your wealth, protecting your wealth, preparing for retirement or anything in between, there is always a way forward.

If you were interested in discussing your position with me, please don't hesitate to contact Smart Financial on 4295 3331, or email jye@smartfinancial.com.au.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
My fees

Our initial consultation fee is $180. This initial meeting will go for 1-1.5 hours and will involve getting to know your position, what you are trying to achieve and discussing potential strategies that may be appropriate to improve your position.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.97
  • Number of reviews 37
  • Years of experience 4
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Smart Financial

162-172 Shellharbour Rd
Warilla, NSW 2528
51 Bridge Rd
Nowra, NSW 2541

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Smart Financial Capital Pty Ltd

AFSL 533901