Mark Basili
Financial Adviser
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About
Mark Basili is an ASIC-registered financial adviser dedicated to helping clients in Stones Corner, QLD, and beyond achieve their financial goals. With a Bachelor of Commerce from the University of Western Sydney (1997), a Graduate Diploma in Financial Planning from Kaplan (2003), and a Diploma of Financial Services (Financial Planning) also from Kaplan (2007), Mark possesses a strong foundation of knowledge and expertise. Further enhancing his skills, he completed specialized training in Margin Lending & Geared Investments with Kaplan in 2007. Mark is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Mark is committed to providing tailored financial solutions to meet your unique needs. Contact Mark today to schedule a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mark Basili offer?
Mark Basili provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Mark Basili have?
Mark holds a Bachelor of Commerce, a Graduate Diploma in Financial Planning, and a Diploma of Financial Services (Financial Planning). He also has specialized training in Margin Lending & Geared Investments.
What is involved in Mark Basili's financial planning process?
Mark's process typically begins with an initial consultation to understand your financial situation and goals. He then develops a personalized financial plan tailored to your specific needs, which he will regularly review and adjust as needed.
How can wealth management advice from Mark help me?
Wealth management advice from Mark can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio.
What should I expect during my first meeting with Mark Basili?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This meeting will help Mark understand your needs and determine how he can best assist you.
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