Covid-19 Advice

We value the health and wellbeing of our team and our clients. Our commitment to helping you throughout the current crisis is unwavering. Our office remains fully open with some of us working remotely. We are limiting our immediate contact with clients where possible, and kindly ask that you phone, email, or post where you can. You are also welcome to use the drop-off box inside our office. We wish you the best of health and hope that you stay safe.

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 our Authorised and Accredited financial advisor.

 

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 Alliance Wealth Pty Ltd.

 

 

 

 

We provide advice on:
  • 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
  • Business Expenses cover, keyman/keyperson cover

Services are provided as an Authorised Representative of Alliance Wealth. As an Australian Financial Services (AFS) Licence holder, Alliance Wealth Pty Ltd ABN 93 161 647 007, AFSL no. 449221 is a wholly owned subsidiary of Centrepoint Alliance Limited (Centrepoint Alliance), an ASX listed company; and a part of Centrepoint Alliance Financial Advice, the financial advice division of Centrepoint Alliance Level 9, 10 Bridge Street, Sydney NSW 2000.

The preliminary appointment – Discovery (free of charge):

It’s important for you to think about what you’d like to achieve from the advice you are seeking. We’ll spend time in our first meeting understanding your goals, or concerns.

Please bring along relevant information to assist that discussion. E.g. income and expenses, assets and liabilities, life or disability insurance policies, super funds statements.

Financial Adviser
Iain Wilkinson Adv Dip Fp, C.Dec

Financial Planner/Risk Adviser
Authorised Representative of Alliance Wealth

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 attained his Diploma of Financial Planning in 2010 and completed his Advanced Diploma of Financial Planning in 2018.

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

Directors
Denise Lee Long CPA, CTA Dip FP
Accountant
Gilbert Teitzel FCPA, CTA, AICD, C.Dec
Accountant
Deanna Percy CPA, Dip FP
Accountant

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Alliance Wealth, we are bound by Alliance Wealth’s Privacy Policy. This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement/s (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

 

 

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