We are a multi-award winning financial planning practice with over 30 years experience in providing advice to enable our clients to achieve their financial and lifestyle objectives. We operate under high levels of ethical and professional standards. Our Philosophy is that clients need to understand Product and Advice costs and what value we will provide to the client in return for those costs.
In 2007 we commenced a transition with investment and superannuation advice to replace commissions with a clear and transparent fee for service model. In 2013 the Federal Government passed legislation banning commissions on investment and superannuation advice vindicating our earlier decision to self impose these positive changes for the consumer.
In 2007 we commenced a transition with investment and superannuation advice to replace commissions with a clear and transparent fee for service model. In 2013 the Federal Government passed legislation banning commissions on investment and superannuation advice vindicating our earlier decision to self impose these positive changes for the consumer.
Services
We conduct ourselves with uncompromising integrity and honesty as individuals and as a company, following the highest standards of ethical conduct in all our dealings with clients, staff and associates while strictly protecting their privacy. We have a passion for superior service and relentlessly pursue excellence in all that we do.
ClearView Financial Advice is responsible for financial planning advice provided by Mark Giles as an Authorised Representative and Brent Giles as a Sub Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of our authority under ClearView Financial Advice. ClearView Financial Advice is not affiliated with nor does it endorse other business activities conducted by me.
We pride ourselves on covering the complete spectrum of Financial Services relevant to Australians today. We've been doing this for over 30 years and our team has expert knowledge and experience in each facet of Financial Planning, with different individuals specializing in certain areas.
So as a 'team' Complete Financial Solutions can honestly say that we can help you to create a cohesive, efficient plan that has the various components working together in a complimentary fashion to ensure all bases are covered whilst also meeting your personal financial goals and objectives.We are passionate about this point of difference that separates us from many of our competitors.
So as a 'team' Complete Financial Solutions can honestly say that we can help you to create a cohesive, efficient plan that has the various components working together in a complimentary fashion to ensure all bases are covered whilst also meeting your personal financial goals and objectives.We are passionate about this point of difference that separates us from many of our competitors.
Many people go to work every day without thinking of what would happen if they were to lose their jobs. Without an income, raising a family, paying off a mortgage, finding money for bills and food suddenly becomes a crisis of epic proportions. But it does not have to be that way. Income Protection insurance can cover you for loss of income resulting from Accident or Sickness.
It is more important than ever to start planning early for retirement. With Australians living longer these days due to medical advances and a higher standard of living, it now costs more than ever to enjoy a lengthy retirement. Recent studies showed that the average Australian male will spend 22 years in retirement if he retires at 60.
Reviews (10)
Stuart Govier
Mar 25, 2021
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Left my details on their website, received a call the next business day, sounded like Mark was in the car and asked me what I was looking for. I discussed that I didn't believe my money was working for me, low interest rates and putting everything into the mortgage. Thought I could be making my money work better for me. His answer was he dealt more with retirees and couldn't help me.
Jadan BobbyD Green
Jan 16, 2020
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Robert Do Carmo
Jan 24, 2018
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Craig Hammersley
Sep 11, 2017
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Andrew Bitmead
Jan 07, 2017
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Mark and the team have been a great help in steering us through the tricky waters of financial planning. He has looked after our interests as we have grown from a young professional couple to a fully fledged family and tailored his advice to suit our changing situations. Mark will always make himself available to discuss any concerns or queries.
Rachel Menner
Oct 26, 2016
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Mark and indeed the whole team at Complete Financial Solutions have our needs and interest as the top priority. Mark is always interested and willing to discuss any financial situation we have and makes us feel very at ease. Marks thorough knowledge of the industry, tied in with our personal financial needs, keeps everyone positively invested in its growth.
A visit with Mark is more like talking to a very good friend, he is interested in us as people and our future plans, we are not just figures on a piece of paper.
We have been with Mark and the Complete Financial Solutions team for well over
A visit with Mark is more like talking to a very good friend, he is interested in us as people and our future plans, we are not just figures on a piece of paper.
We have been with Mark and the Complete Financial Solutions team for well over
Marina Baxter
Oct 24, 2016
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David McGleave
Aug 04, 2016
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Carol McGhee
May 25, 2016
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When I retired I needed a lot of help sorting out my finances and making the most of what I had. Mark Giles and the team at Complete Financial Solutions were extraordinarily helpful so I have no hesitation in recommending them. I am extremely happy with the service they provide, having been with them for approx 10 years.
Eleanor Foleyy
Oct 05, 2015
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They were very helpful in setting up my super into one place and invested it so I was earning more than before. They also got rid of insurances that I didn't need and I got income protection payed for through my super. It was lucky I did it when I did as a year later I had an accident with my knee and I got payed my wage for 8 months while I had to take time off work due to the injury. I can't thank them more.
