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

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 planners. We’re here to help you with all types of financial advice and solutions.

Get Smart Financial Solutions is an additional entity on top of our already existing business at Millar Teitzel where we can assist with other things, such as Tax, Accounting Services, Self-Managed Super Funds (SMSF), Business Advisory, Auditing, Estate Planning, Practice Managed and so much more.

Our mobile financial planning service is available through all the Tablelands region, from Mareeba, Speewah, Malanda, Atherton and Koah.

Visit Millar Teitzel today if you require additional services beyond Financial Planning or both.

 

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
Our Team
Deanna Percy CPA, Dip FP

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

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 Ltd

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, Diploma of Financial Planning and 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 Ltd

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.

 

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