About us

Smith & Co. Planning was established in November 2019 by Christopher Smith.

At Smith & Co., we prioritise building long-term relationships with our clients, measuring our success by your peace of mind.

Our financial adviser

 

Christopher Smith – MFinPlan
Director & Principal Financial Planner 

With over 13 years of experience in the financial services industry, including 7 years as a dedicated financial adviser, I specialise in delivering holistic financial advice tailored to meet the unique needs of my clients. My expertise spans retirement planning, insurance, superannuation, estate planning, investments, tax planning, and wealth accumulation.

I am committed to making complex financial concepts accessible and ensuring that no goal is left out of the equation. As a member of the Financial Advice Association Australia and an Associate Member of the Self Managed Super Fund Association, I stay at the forefront of industry standards and best practices, delivering personalised advice that empowers my clients to achieve their financial goals.

Smith & Co. Planning, as well as its adviser, Chris, are also a member of the Financial Advice Association Australia (FAAA), Tax Practitioners Board (TPB), Self-Managed Super Fund Association, Financial Ombudsman (FOS), Australian Securities & Investment Commission (ASIC).

Smith & Co. Planning is licensed through Axies Pty Ltd (a subsidiary of Spark Financial Group). Axies Pty Ltd (“Axies”) is a holder of an Australian Financial Services Licence (AFSL 339384). Since Axies established themselves in October 2017, their licensing business has grown to:

  • 90 financial Planners

  • 10 Mortgage Brokers

  • $2,100,000,000 funds under management

  • $40,000,000 in force premiums.