Lisa Smith

Assurity Financial Planning

Silver
5 Yrs Experience
Busselton, WA 6280

Recent reviews

Assurity Financial Planning

Suite 2B, 9 Harris Road
Busselton, WA 6280

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 9
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Master of Laws
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

Licensed by

Mont Partners Pty Ltd

AFSL 511061

4.95
9 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—9 of 9

Sort by

4.75

"Lisa gave us advice about retirement planning and superannuation. She’s easy to talk to, explains things clearly in layman’s terms, seemed very upfront and patiently answered a myriad of questions, giving us the confidence to make informed decisions about what best suits our needs."

  • Superannuation
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lisa has helped with organising our Super and has offered advice with a number of other things such as insurances and investments. Lisa is easy to understand and very well educated in all the areas we need advice on."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After my husband retired 6 years ago and I finished working Lisa has advised us on many issues. We have found her to be very knowledgeable and helped us is all aspects of retirement. We are very confident with her advise and have always had contact with any questions we have regarding our investments."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I retired some 6 years ago and one of my major requirements was that I didn't want my retirement time to be ruled by continually overseeing my Super/Pension fund. Lisa and her team selected a number of funds for me to review and after discussions I selected a recommended fund. We have successfully achieved my goal along with pleasing results of the fund. Lisa keeps me informed and updated on the performance of the fund on a regular basis, along with discussions on any key points that need my attention. I am a happy customer of Lisa and would highly recommend."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lisa has always provided us with the right advice. Always willing to answer any queries in a easy to understand way. We are very pleased with the service she provides us and she keeps us up to date with all relevant changes and information via email, phone calls and personally."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lisa has been a great asset when planning for our future being mindful of our current position in health as well as our needs for future years. Lisa is able to explain what is going on with our financial needs as well as what we currently hold in our superannuation portfolio, she explains all aspects of growth management and conservative management. Through Lisa's knowledge and experience , we feel extremely confident that the advice given is right for our needs. We have received Lisa's full care and attention when we have required to make adjustments over the last couple of years. We feel that we are in great hands with Lisa's advice ."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"LISA HAS GIVEN ME ADVICE IN AREAS INCLUDING SUPER FUND AND SHARES AND MANAGING MONEY LISA WAS USUALLY ABLE TO EXPLAIN THINGS TO ME A CLEAR WAY. THROUGH LISA;S KNOWLEDGE AND EXPERIENCE, I FEEL VERY CONFIDENT THAT THE ADVICE GIVEN WAS RIGHT FOR MY NEEDS i usually RECEIVED LISA;S FULL CARE AND ATTENTION WHEN I NEEDED IT.'"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with the service Lisa is providing. Lisa explains thinks clearly and encourages my wife when she hasn’t done her homework. As for some of us retirement takes time to adjust to the changes."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lisa is well aware of my goals and expectation,Discussions are friendly and constructive with financial information clearly presented and anticipated outcomes well defined"

  • Government Assistance
  • Self Managed SuperFunds
  • Aged Care
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Bachelor of Laws

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
2006

Graduate Diploma of Legal Practice

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
The College of Law
Completed
2008

Master of Laws

Level
9 - Masters Degree
Institution
Queensland University of Technology (QUT)
Completed
2009

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
2006

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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