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.

Beyond my advisory work, I am passionate about education and the role it plays in improving financial outcomes. I am currently working as an Associate Teaching Fellow with Deakin University Faculty of Business and Law, where I specialise in financial behaviour and decision-making, personal insurance and estate planning. This academic involvement strengthens my capacity to translate complex theory into practical, evidence-based advice, helping clients make confident, well-informed financial decisions over the long-term.

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.