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Christopher Smith

Smith & Co Planning

Silver
7 Yrs Experience
Port Melbourne, VIC 3207

I am a financial adviser with over 10 years of industry experience, including more than 5 years assisting clients.

I received my Graduate Diploma of Financial Planning from Deakin University in 2022 and am currently enrolled in the Master of Financial Planning. I believe that everyone deserves to have the financial freedom and security to live the life they want, and I am dedicated to helping my clients achieve this through careful planning and strategic decision-making.

I specialize in a variety of areas, including wealth accumulation, wealth protection, retirement planning, tax planning, debt management and estate planning. I take a holistic approach to financial planning, considering each client's unique goals, risk tolerance, and financial situation to create customized strategies that work for them.

I am a member of the Association of Financial Advisers (AFA) and I am committed to staying up-to-date on the latest developments in the field so that I can provide my clients with the most current and relevant advice.

Outside of financial planning, I enjoy spending time with my partner and our beloved dog, keeping fit, playing golf and watching my football teams, Everton & Essendon.

I would love the opportunity to work with you to help you achieve your financial objectives. Feel free to contact me to schedule a consultation and learn more about how I can help you reach your financial goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Smith & Co Planning

Suite 2, 365 Plummer St
Port Melbourne, VIC 3207

Opening hours

  • 10:00am – 7:00pm Monday – Thursday
  • 10:00am – 5:00pm Friday

Meeting methods

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

Licensed by

Axies Pty. Ltd.

AFSL 339384