Wylie Advice Capability Statement
Company Overview
Wylie Advice started in 2002 as financial advisors with an AFSL licence, since then it has had many different assignments including financial advice, running managed investment companies, wealth mentoring and consulting in fast growing SME’s. Currently it is focused on helping small to medium companies with their organisation structuring, growth, strategy financing, budgeting, management, and administration.
Our Competencies
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Working with owners to identify what they want and why, and how the company fits their needs.
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Organisation/Company structuring, including succession.
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Developing an organisation and what it takes to do that and why.
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Resourcing the organisation with the right people and policies, procedures, and systems and resources.
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Identifying intellectual property (IP) and how to preserve and protect it.
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How to find funding for the organisation and what’s needed to secure it.
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Establish systems in financial accounting, budgeting, and bookkeeping for the company.
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Help with administration methods, procedures, and systems.
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Establish organisational risk and how to mitigate.
Personnel
Mark Wylie is a qualified financial advisor who has a wealth of experience in all areas of business, he is a Fellow of The Company Directors Association and the Australian Institute of Management. He was also a co-founder of the Family Business Association in Australia and worked in Family Businesses for most of his working life. He does not provide financial services product advice as that requires an AFSL licence.
Services
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Business Consulting
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Business Coaching
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Wealth Mentoring Coach
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Company Director
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Company Director - Chair of the Board
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Advisory Board - Member
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Advisory Board - Chair of the Board
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Company Secretary
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Special Projects by negotiation
Clients
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McKenzie Group – Sydney NSW
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Succession Ecology – Edwardstown SA
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Agxtra – Newton SA
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John Catibog Dentist Melbourne Vic
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Osbourne Family- Glenelg SA
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Jaquillard Minns Family Office – Adelaide SA
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Stewart Family - Hahndorf SA
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Transparency Ltd - Adelaide SA
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Orica Cline – Burnside SA
Accreditations and Recognitions
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Diploma of Financial Advising
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Finalist in The Australian Business Book Award – Personal Finance & Investment Book
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Certificate of Growth Modules Program University of South Australia – Australian Centre for Business Growth
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Australian Institute of Company Directors - Certificate Course
Professional Associations
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Fellow of The Company Directors Association
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Fellow of The Australian Institute of Management (40+ Years)
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Alumni Member Family Business Association (FBA)
Insurance Details
Pi Insurance with Insurance Australia Ltd (T/As CGU)
Policy Number: 05MIS2229240
Contact Mr Luke Ferguson
Austbrokers Terrace
Phone (08) 82389229
Contacts
Mark A Wylie
Wylie Advice ta Wylie Group Pty Ltd atf W.H.Wylie Family Trust
Glenelg North SA 5045
Mobile 0418842132 email: mark.wylie@wylie.com.au web: wylie.com.au
