Mark Giles

Wealthwise Pty Ltd

Gold
34 Yrs Experience
Osborne Park, WA 6017
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

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Certificate in Commerce (Financial Planning)
  • Language spoken
    • English

Wealthwise Pty Ltd

The Garden Office Park, Suite 2, Level 4, 355 Scarborough Beach Rd
Osborne Park, WA 6017

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Mark provides clear strategies for both medium and long term investment with regular follow up."

  • Superannuation
  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark explains things in laymans terms . Very down to earth and has a very good grasp of the world situation. He also does not charge and arm and a leg for his advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"no problems, great service"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has the best interests of his clients always in mind. He listens to your thoughts and ideas and then offers sound advice to fulfill those needs. Mark is always happy to discuss any question no matter how trivial it may be and provide you with the answer you need."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Graduate Certificate in Commerce (Financial Planning)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Western Sydney University (WSU)
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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