At Watermark Financial Services we aim to provide personalised strategic advice that will deliver consistent outcomes. Our intention is to develop and nurture rewarding long term relationships with our clients as mutual partners throughout their financial journey.
Watermark Financial Services is located in Maroochydore on Queensland’s Sunshine Coast.
At Watermark Financial Services we aim to provide personalized strategic advice that will deliver consistent outcomes. Our intention is to develop and nurture rewarding long term relationships with our clients as mutual partners throughout their financial journey.
Through careful analysis of your current circumstances and future goals and objectives, the advisers at Watermark Financial Services can assist you to tailor strategies to ensure your financial plan is right for you – now and in the future.
The focus of our advice is to assist our clients to achieve their lifestyle goals and objectives through quality advice. We are continuously looking at better ways to not only meet, but anticipate your unique and changing needs. This ensures your financial plan can grow and develop as your needs and lifestyle change.
Our ultimate strength is the professionalism and commitment of our financial advisers. Together, our advisers have over 18 years experience in the financial services industry. Their training, knowledge, skills and dedication translate into high-quality service and advice, helping you on the right path to financial security and freedom. In addition to this, Watermark Financial Services have the support of a dedicated administrative team who endeavour to complete client transactions and queries in a friendly, efficient and timely manner.
Watermark Financial Services Pty Ltd, Michelle Millsom is an Authorised Representative of Millennium3 Financial Services Pty Ltd ASFL No 244252.
A Financial Service Guide is a document which advises the client on matters such as who they are dealing with, what the adviser can advise on, costs associated with the advice and the process of complaints.
Watermark Financial Services understands and appreciates that you, as a website visitor, are concerned about the confidentiality and security of information that Watermark Financial Services may collect about you. Watermark Financial Services is committed to providing you with a range of investment resources and information on our services within a secure and confidential on-line environment. Our privacy statement sets out:
- What information we may collect from you.
- Use and disclosure of information.
- How we would handle a request for personal information.
- What if some of the information you hold is not accurate.
- How do I make a complaint.