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.