Welcome to Get Smart Financial Solutions, located in Mareeba, Far North Queensland.

If you’re in need of advice or assistance with financial planning, please contact us today and organise a suitable day and time to meet with one of our Authorised and Accredited financial advisors.

 

Our mobile financial planning service is available to clients on the Atherton Tablelands, from Ravenshoe and Herberton, through to Julatten and Kuranda. We may also visit Mossman, Port Douglas, Northern Beaches, Cairns, Edmonton and Innisfail.

 

 

 

Visit Millar Teitzel today if you require business advisory, accounting, auditing or taxation services. Please note that any of the services offered by Millar Teitzel are not endorsed nor the responsibility of Count Financial Limited.

 

We provide both advice on and services around:
  • Managed Investments – shares, funds, bonds, term deposits
  • Wealth creation strategies – including tax considerations
  • Wealth Protection – Life Cover (death cover), Income Protection, Total and Permanent Disability Cover and Trauma Cover - for all the family including children
  • Superannuation and Retirement Planning
  • Self-Managed Superannuation
  • Pension Establishment or maintenance
  • Transition to Retirement Strategies
  • Aged Care Advisory services
  • Business Expenses cover, keyman/keyperson cover

Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

Our Team
Deanna Percy CPA, Dip FP

Financial Planner, Accountant and Principal
Authorised Representative of Count Financial Limited

Deanna is a Mareeba local who knows the importance of family and community. Deanna has 14 years of experience in the provision of financial/accounting advice. She is a Certified Practicing Accountant and an associate member of the SMSF Association. Deanna attained her Diploma of Financial Planning from CPA Australia in 2014. She is RG 146 compliant and has also completed an SMSF Specialisation through the University of NSW. Deanna is also accredited for advice in aged care.

Contact: deanna@getsmart.net.au or 07 4092 8086

Denise Lee Long CPA, Dip FP

Financial Planner, Accountant and Principal
Authorised Representative of Count Financial Limited

Denise has extensive knowledge in the provision of financial, accounting, tax and business advice. Her clients appreciate that she can explain and guide them through complex issues. Denise is a Certified Practicing Accountant, Chartered Tax Advisor, has her Diploma of Financial Planning and is an associate member of the SMSF Association.

Contact: denise@getsmart.net.au or 07 4092 8086

Iain Wilkinson Adv Dip Fp, C.Dec

Financial Planner/Risk Adviser
Authorised Representative of Count Financial Limited

Iain became a qualified Financial Adviser in 2010 and has worked in that role since that time. Prior to then Iain spent approximately 12 years in the finance and lending industry, four years in Small Business Management and six years in the Agricultural Industry. Iain has eight years of experience in the provision of Financial and Life Insurance advice. Iain attained his Diploma of Financial Planning in 2010 and completed his Advanced Diploma of Financial Planning in 2018. Iain is an associate member of the SMSF Association.

Contact: iain@getsmart.net.au or 0499 928 066

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy. The advice provided on this website is general advice only as preparing it we did not take into account your investment objectives, financial situation or particular need. Before making any investment decision, on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

 

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