Mark Bastiaans

Advice SA

Platinum
19 Yrs Experience
Adelaide, SA 5000
Knowledge and Experience Advice SA was founded by Mark Bastiaans CFP, one of South Australia’s most experienced superannuation specialist financial advisers. Established on a foundation of integrity, honesty and transparency, what you see is what you get at Advice SA. There are no ongoing service agreements or fine print, just straightforward strategic financial advice that will help you achieve what you want out of life. Protect, maximise, and grow At Advice SA, everything we do revolves around you. We work with you to understand what you want out of life, and provide you straightforward, honest and easy to understand financial advice to help you achieve it. If something is broken, we will help you fix it, and if it’s not, we will help you maximise it. Uncompromised advice We’re not compromised by the company we represent, or the products we sell. We focus on your needs, and provide advice that cuts through the jargon and sets you on the road to financial independence. Personalised service Every piece of advice is tailored to your individual situation. We take the time to explain what we’re doing, and why we’re doing it. It’s your money, and you’ve worked hard to earn it, so you deserve to understand the advice we’re providing. Mark Bastiaans is an Authorised Representative #296627 of Guideway Financial Services Pty Ltd ABN 46 156 498 538 AFSL 420367.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

Your first meeting with your Financial Planner that leads to personal advice will not attract a fee.

Where personal advice is not required, the cost for Financial Counselling and Education appointnets is $330 per hour.

The purpose of this meeting is for you to learn more about how your adviser operates and for your adviser to determine how they may best help you. At the conclusion of the first meeting you will be provided with a Client Service Agreement containing the fixed price quote to provide the financial advice based on the hours of work required.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 53
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Advice SA

Suite 1, Level 1, 195 North Terrace
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Guideway Financial Services Pty Ltd

AFSL 420367

4.90
53 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
4.90
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 53

Sort by

5.00

"'Mark has given me advice in areas including Superannuation products, Insurance and tax strategies. Mark was able to explain things to me in a clear way. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Mark's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark is a good listener, provides a rounded view of options , is thorough and gives good detail and provides explanation as needed in more layman's terms. He does not rush you, is keen to understand what is important to you , and is very easy to talk with and build a trusting relationship with. Thank you Mark!"

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

"Mark has given me excellent advice on my retirement and pension strategies Mark was able to explain things to me very clear and i was very confident of the advice given to me i felt so much relieved that there is someone like Mark to help and assist people like me to find the best way to achieve my gaol Mark has a friendly personality and i receive Marks full care and attention when needed"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark provides us deeper insight into the superannuation and financial investment. He recommends some investment opportunity that we never heard of. His service is comprehensive and very knowledgeable. He pays great attention to details and presents his advice with a great deal of background information and rational. Meeting with him is also a great learning opportunity. Another very important aspect of his service is that he receives no commission from any products that he recommends, which is critical for an unbiased advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has been providing excellent advice for us for nearly ten years. Whilst initially it was in regard to the structure of our superannuation funds on retirement, subsequently we have sought advice on managing a small inheritance, and future planning for aged care. We would not hesitate to use Mark's services again or to recommend him to a friend. His advice is clear, comprehensive and always tailored to our needs. He is easy to talk to and we trust him."

  • Government Assistance
  • Superannuation
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has explained various strategies to enhance future investments and retirement plans Lots of options and advice"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark helped us review and optimise our investment strategy and superannuation following some significant changes in our situation after downsizing. His depth and breadth of knowledge was comforting and amazing, and we were happy to adopt his sound advice."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mark has given me advice regarding transitioning into retirement in the near future. I am still trying to digest all the information and Mark has been extremely supportive. I spoke to a couple of people prior to meeting Mark and they unfortunately told me how they thought I should retire. Whereas Mark listened to my ideas and advised how he could best help me to achieve my goals. I have received Mark's full attention and have appreciated the amount of time he has spent with me."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark was recommended to us by a family member whom assured us the cost of decent advice was worth it, not only for financial advice but for our own confidence and trust in the future. The advice was related to a redundancy package and developing a moderate plan to ensure that our families income was secured to minimize the effect of the redundancy on superannuation, mortgage management, tax, income insurance and retirement. Mark continues to support and monitor the plan, and has been available to assist with applications required to make the necessary changes with super contributions and income insurance."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark gave me great advice on a number of things, such as retirement, superannuation, changing super, taxation, loans, wills to mention a few. He was always friendly and polite and explained in-depth all matters. I would highly recommend Mark to anyone who needs a financial adviser."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 53

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

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

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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