Providing trusted advice for over 40 years.
Our mission is to make a difference in the lives of our clients.
For more than 40 years, GSK Financial Services, a Perth based Financial Planning practice, have been helping Australian’s achieve financial wellbeing by delivering tailored strategic solutions across a broad range of financial planning and superannuation services.
Our financial advice philosophy is based on a mutual understanding with our clients, and has been developed and refined over many years. Our experience has shown that by adopting a consultative approach we are better able to define our client’s wealth goals and vision of a secure financial future. Working in partnership, we will develop a financial plan, which helps achieve your future prosperity.
As your life progresses, your situation and priorities may change as such our advice process includes the crucial element of ongoing planning reviews to ensure you remain on track to achieve the expected outcomes.
Our Advice Process
Our aim at GSK Financial Services is to provide personalised and professional advice, based on a highly consultative approach with our clients. We see each client relationship to be a partnership and your future prosperity and financial security to be our fundamental focus.
We provide advice to a wide range of clients throughout different stages of life, with differing objectives and goals. Utilising decades of experience, our advisers have specialist experience in all areas of financial planning and are well equipped to structure comprehensive and effective strategies specific to your circumstances.
Who We Help
Our decades of experience have shown that an effective financial strategy is a process that requires ongoing evaluation to ensure that the goals and objectives you are pursuing continue to reflect your personal circumstances. Whilst nothing we do at GSK is generalist in nature, our clients’ can be broadly categorised within the
following life stages:
- Everyday families
- Empty nesters
- High income earners
- Over 55s
- Small business owners
GSK Financial Services is a Perth financial adviser dedicated to sourcing the best solutions for clients to reach their financial and lifestyle goals.
This spirit of dedication flows through everything we do, from our commitment to providing tailored personal service to our clients, to the stringent standards all our financial planners have to meet.
We don’t put our clients into categories, nor make broad assumptions about what we think they need. Our objective nature sees us treat each client as an individual with unique circumstances, goals and dreams.
For tailored financial advice for your future, speak with a GSK advisor today.
Learn about Our Service Offering
Our unique approach to building and managing our clients’ wealth is based on honesty, transparency and discretion. We work in a trusted partnership with our clients, utilising a very measured and research-based approach that is focused on growing, protecting and managing wealth. Our extensive suite of financial planning and wealth management services can be broadly categorised as follows.
Why Choose Us
Our clients are at the heart of our business and we place significant emphasis on our people, practices and procedures.
I have known Marcus professionally for some years now. He has been my trusted financial adviser for all that time. I can’t speak highly enough for his knowledge of financial strategy and products complimented by his sound advice and management. He is to me, success driven and highly professional.
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General Advice Warning
The information provided on this website contains general information only and does not take into account your objectives, financial situation or needs. Before making a decision on the information provided you should have regard to your own needs, objectives and financial situation. No representation or warranty is made or liability taken as to the accuracy, timeliness or completeness of this information. GSK Group Pty Ltd as Trustee for the GSK Unit Trust ABN 95 280 613 110 is a Corporate Representative of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429. To the extent allowed by law, RI Advice Group Pty Ltd will not be liable for any loss arising as a result of anyone relying on this information. Information on this web site is intended for Australian residents only.
Marcus Carlson is an Authorised Representative of RI Advice Group Pty Ltd (RI Advice Group) ABN 23 001 774 125, AFSL 238429. Marcus Carlson is employed by GSK Group Pty Ltd as Trustee for the GSK Unit Trust which is a Corporate Authorised Representative of RI Advice Group.
Last Updated: 6 June, 2021