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Jason Smith

Think Independent Pty Ltd

Gold
27 Yrs Experience
Melbourne, VIC 3000

Hi, Think Independent is one of Australia's surprisingly few truly independent financial advice and coaching practices where conflicts of interest have been eliminated so that we can genuinely sit beside you in charting a course to achieve your goals.

We believe financial planning is supposed to be conducted in an environment free from bias. To achieve this your financial planner must be truly independent, with no direct or indirect incentives to use a particular strategy, product or service provider. You should receive the advice your planner would recommend for themselves, knowing what they know, if they were in your shoes.

Our aim is to deliver quality, unbiased, accessible and personalised financial planning services. By doing so our clients achieve greater clarity, knowledge, control, direction and peace of mind in relation to their financial lives, which allows them to focus on the things most important to them and live the lives they want.

I’m a Certified Financial Planner (CFP) member of the Financial Planning Association of Australia (FPA), with a Bachelor of Business (Accounting), Graduate Diploma in Financial Planning and Graduate Diploma of Applied Finance and Investment (Investment Management). I’m also a Founding and Practising Member of The Profession of Independent Financial Advisers (PIFA).

All advice is provided by a CFP that is also a Practising Member of PIFA, so you can be confident you are receiving advice from someone experienced and knowledgeable that is also truly independent.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

No commissions. No asset based fees. No referral fees. No conflicts of interest. Pure fixed fee business.

Initial meeting is the Financial Health Check meeting, which is an at cost meeting (refer website for specific details).

At a glance

  • Adviser status Gold
  • First year providing advice 1998
  • Years of experience 27
  • Highest qualifications
    • Graduate Diploma of Applied Finance and Investment
    • Certified Practicing Accountant (CPA)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Think Independent Pty Ltd

Level 17, 31 Queen St
Melbourne, VIC 3000

Opening hours

  • 9:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Think Independent Pty Ltd

AFSL 480493