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 

I founded Smith & Co Planning in 2019 after more than seven years in client services and financial planning roles.

I work mainly with retirees and pre-retirees, those building wealth earlier in their careers, and people whose finances have become more complex, such as those managing an investment portfolio. My advice covers retirement planning, superannuation (including SMSFs), investments, insurance, estate planning and tax planning.

I hold a Master of Financial Planning, and I'm a member of the Financial Advice Association Australia and an Associate Member of the SMSF Association.

Alongside my practice, I lecture in financial planning at Deakin University as an Associate Teaching Fellow, covering client behaviour and decision making, insurance and estate planning. Teaching future advisers is my part in lifting the standard of advice in Australia.

My aim is to explain things clearly so you can make decisions with confidence.

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