Shannon Smit

Smart Business Solutions Financial Planning Pty Ltd

Gold
6 Yrs Experience
Mornington, VIC 3931
  • *WINNER - 2021 Women in Finance - Financial Advisor of the Year**
  • *WINNER - 2021 IF - Goals Based Financial Advisor of the Year**

Shannon Smit leads the team and has undertaken many ventures both with personal investments and business. You can rest assured that you are working with people who will take the time to understand your goals and objectives.  Shannon has been recognised for her technical expertise with her appointment to the Australian Governments Board of Taxation Advisory Panel, and she practices what she preaches having undertaken a commercial office development (The SMART offices!) with her SMSF, residential property investments, direct shares and managed funds! So when Shannon advises, she also has the 'been there, done that, got the t-shirt' experience.

Like in great leaders, a support network is key. Shannon has an amazing team behind her who together work tirelessly to guarantee that the wheels on the bus keep spinning and ensure that you’re always on the front foot. Come take a visit to our offices and experience the culture of our office. No challenge is too big for these guys to handle.

We focus on SMSF strategy and structuring advice, financial reviews, insurance and superannuation product recommendations and strategy*. This means that whether you’re looking at putting a commercial property into super or wanting to understand if your investment and insurance products are suitable, we can help!

Shannon has been recognised for her expertise with her Women In Finance Regional Advisor of the Year 2020 award, and IFA Awards Regional Professional of the Year 2020.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of International Taxation
  • Language spoken
    • English

Smart Business Solutions Financial Planning Pty Ltd

Level 1, 328 Main Street
Mornington, VIC 3931

Opening hours

  • 9:00am – 3:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232