Being Wealthywise, led by Mark Dodds CPA, is focused on providing a personal service at a professional level.

As a Certified Practicing Accountant, Registered Tax Agent and Business & Financial Adviser, Mark is uniquely qualified to provide you with solutions and strategies for matters relating to Taxation, Accounting & Finance, Wealth Creation, Retirement and Estate Planning.

Mark Dodds CPA is an authorised representative of Count Wealth Accountants, Australia’s largest independent network of Financial Advisers.

For a more secure future consider Being Wealthywise:    

• Call us on (07) 3289 6990 for an obligation and cost free, initial discussion of your needs and goals and discover how Being Wealthywise can help you.
  This free introduction will not include specific financial planning advice or a financial plan, but it will help you decide whether the services we offer are right for your needs.

• Explore our 24 hour virtual office at www.wealthywise.com

• Email Mark at mark@wealthywise.com.au
  

• Visit (by appointment) at:
  29 Main Street (PO Box 93)
  Samford Qld 4520      

Forms:

• Client Details
• Individual Income Tax Return Checklist
• Rental Property Information Form
• PAYG Variation Information Form

The above files are in PDF format and require Adobe Acrobat Reader to view.