As a qualified and experienced Financial Adviser AFP® I have success helping families and business owners make sense of their money. For the past 15 years I have helped clients learn about their money, restructure their situation and provide for a better financial life ahead. This may have been clients in financial trouble or just unclear about where their money goes and their future.
I enjoy working in a family business and have a young family who provide non-stop entertainment. It’s a family run business but run by professionals who continue to further develop their education. Whilst our advisers have won individual awards our biggest achievements to date have been the prestige of winning our licensee Securitor’s, Practice of the Year award on 3 occasions. I was recently also announced as a National Finalist of The AFA (Association of Financial Advisers Ltd) Excellence in Education Award which recognises advisers who continually invest in themselves, their staff and their clients, to raise professional standards through education and make a positive impact upon Australian’s perceptions of professional financial advisers. We are all constantly looking for innovative solutions and have built a business that stems from years of having genuine loyal clients who are now asking us to look after their younger generation. We are always looking for effective ways to help clients and deliver new services to help with growing families, businesses and now aged care solutions.
We ask the right questions to find out what the right solutions will be. Having helped more than 900 families I can tell you from experience that behaviour drives actions. When clients take our advice they feel educated and relieved and ready to take control of their own actions.
Please visit our website www.smithwealth.com.au and enjoy reading our blog articles and examples of the work we have done and could do for you too.
Many thanks
Brad Smith
Financial Adviser Perth
Expertise
At a glance
- Adviser status Silver
- First year providing advice 2001
- Years of experience 23
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Highest qualification
- Fellow Chartered Financial Practitioner (FChFP)
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Language spoken
- English
Smith Wealth Partners
Suite 8, Ground Floor, 224 Balcatta RdBalcatta, WA 6021
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Smith Wealth
AFSL 508773