Delta Smith

Burke Britton Financial Partners

Platinum
6 Yrs Experience
Geelong West, VIC 3218

Delta has more than a decade of experience in the financial planning profession (in various roles) and has recently attained her Authorised Representative status to provide advice. She has built strong relationships with many of the practices clients in her tenure and in particular those with SMSF’s.

She believes that all Australians can benefit from engaging with a planner and is excited to educate and assist her clients achieve their goals. Delta thrives on the opportunities to pro-actively work with her clients in planning their financial future.

Delta has completed her Diploma of Financial Planning and is currently undertaking her Graduate Certificate in Financial Planning.

Outside of work, Delta spends weekends in the local area with her husband and their three children.

Expertise

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

My fees

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

You will receive a 15 minute call, at our cost, from one of our team to position your current circumstances, goals and needs.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.91
  • Number of reviews 17
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Burke Britton Financial Partners

Level 1, 240 Pakington Street
Geelong West, VIC 3218

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706