We are Chartered Accountants + Financial Advisers and specialists in self-managed superannuation funds (SMSFs).
We own our Australian Financial Services Licence which is not aligned with any bank and we operate on a fee for service basis.
Sage Advisers provides strategic and timely advice to private clients, businesses and SMSFs.
We help create, maximise and protect wealth for our clients.
We understand superannuation. Sage Advisers are specialists in providing all the necessary services our clients need in managing their own Self Managed Superannuation Funds.
Sage provides fund administration, accounts preparation, SMSF audit and tax services, estate planning, asset allocation and portfolio investment advice to trustees of SMSFs.
We establish funds for clients and provide them with pension strategies including the transition to retirement.
Sage Advisers focuses on investment strategy and the provision of ongoing investment advice.
We have the skills to advise on investments and the appropriate structures in which to hold an investment portfolio.
Sage Accountants is a Chartered Accounting practice that provides accounting, tax and general business advice to businesses, companies and trusts.
Sage Accountants is a registered tax agent TA 67961 002
STRUCTURED FINANCE & INSURANCE
Sage has the capability to provide corporates with independent advice with respect to their structured finance and structured insurance transactions.
Mark Gibson is a Chartered Accountant who holds a Bachelor of Business (Accountancy) and a Diploma of Financial Services (Financial Planning). He is a CA SMSF Specialist accredited by Institute of Chartered Accountants in Australia through UNSW Australian School of Business. Mark is founding Principal and Director of Sage Advisers & Sage Accountants, Chartered Accountants and Financial Advisers established in 2004.
Mark has 6 years' experience as Director of Centre Re, a wholly-owned subsidiary of Zurich Financial Services Group, and was responsible for originating, structuring and negotiating structured finance programs. Centre provided innovative capital solutions, underwriting corporation and project enterprise risk in the structured finance and reinsurance markets.
Prior to Centre, Mark had 11 years' experience with EY in Melbourne and London, practising across the areas of business advice, tax, audit and corporate finance. Mark has served on and currently holds board positions on a number of private trading and investment companies.
Sage Accountants Pty Ltd ACN 110 274 658 trading as Sage Accountants ABN 85 339 690 706. Liability limited by a scheme approved under Professional Standards Legislation other than for acts or omissions of financial services licensees.
Sage Accountants Pty Ltd is a registered tax agent No TA 67961 002.
Mark Gibson is an ASIC registered SMSF auditor No 100223952.
Mark Gibson is an ASIC registered agent No 33328.
Mark Gibson is a Director and Authorised Representative of Sage Advisers Pty Ltd ABN 18 105 504 701 the holder of AFS Licence 238039.
Mark Gibson has been authorised by Sage Advisers Pty Ltd to provide financial services on behalf of the corporate ASIC Authorised Representative No 291756.
Sage Advisers Pty Ltd's business address is Level 7, 333 Collins Street Melbourne VIC 3000 and is the same as Sage Accountants.
T. +613 9818 8810
C/- Sage Advisers
Level 7, 333 Collins Street
Melbourne Victoria 3000