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 planning industry, including 7 years as a dedicated financial planner, 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 members of the Financial Advice Association Australia (FAAA), Self-Managed Super Fund Association, Financial Ombudsman (FOS), Australian Securities & Investment Commission (ASIC).

CJS Management t/a Smith & Co Planning (CAR No. 001278902) and Christopher Smith (AR No. 001253835) are Authorised Representatives of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL 380552.