Mark Giles
Financial Adviser
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About
Mark Giles is an ASIC-registered financial adviser based in Osborne Park, WA, dedicated to helping clients achieve their financial goals through personalised and strategic advice. Mark's extensive qualifications underpin his commitment to providing high-quality service. He holds a Diploma of Financial Planning from the Financial Planning Association (2000), a Graduate Certificate in Commerce (Financial Planning) from the University of Western Sydney (2010), and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2020). Further demonstrating his dedication to ethical practice, Mark completed FPC002B-Ethics and Professionalism in Financial Advice through Kaplan Higher Education in 2021. He also holds specialist knowledge in Margin Lending & Geared Investments acquired through Kaplan Professional (2011). As a Certified Financial Planner with the Financial Planning Association (FPA), Mark adheres to the highest professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Mark offers a suite of services designed to create financial wellbeing: • Superannuation advice to maximise your retirement savings • Comprehensive insurance solutions to protect what matters most • Strategic wealth management to grow your assets • Tailored retirement planning for a secure future Ready to take control of your financial future? Contact Mark Giles today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Mark Giles offer?
Mark Giles provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Mark Giles have?
Mark Giles holds a Diploma of Financial Planning, a Graduate Certificate in Commerce (Financial Planning), a Graduate Diploma of Financial Planning, and has completed specialist training in Margin Lending & Geared Investments. He has also completed FPC002B-Ethics and Professionalism in Financial Advice. Mark is also a Certified Financial Planner with the Financial Planning Association (FPA).
What can I expect during my first consultation with Mark Giles?
During your initial consultation with Mark Giles, you can expect a thorough discussion of your financial situation, goals, and concerns. Mark will take the time to understand your needs and provide you with a clear overview of how he can help you achieve your financial objectives. He will explain his advice process and answer any questions you may have.
How does Mark Giles tailor his advice to my individual needs?
Mark Giles believes in providing personalised financial advice. He will take the time to understand your unique circumstances, financial goals, and risk tolerance. Based on this understanding, he will develop a tailored financial plan designed to help you achieve your specific objectives.
How can Mark Giles help me with retirement planning?
Mark Giles can help you create a comprehensive retirement plan that considers your current financial situation, desired retirement lifestyle, and risk tolerance. He can provide advice on superannuation strategies, investment options, and income planning to help you achieve a comfortable and secure retirement.
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