Debra Smith profile photo

Debra Smith

Sirius Financial Management Pty Ltd

Silver
8 Yrs Experience
East Brisbane, QLD 4169

Having worked in the finance and banking industry for more than ten years, Debra has developed a strong suite of technical and advisory skills that enables her to build lasting advice relationships with her clients. Debra is passionate about ensuring her clients are well educated on the complexities of the superannuation and investment environments to help place them in the best position to achieve their personal and financial goals.

Debra is highly organised and efficient, demonstrating an eye for the finer details and achieving results through helping her clients achieve financial success. She is a firm believer that you are never too young to start learning about how to improve your financial circumstances.

Outside of the office, Debra can be found watching AFL or Cricket, spending time with family and friends, travelling when allowed, or reading a good book.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

We will discuss and agree our fee arrangements with you before we provide you with any advisory services. We will mutually agree our scope of advice and terms of engagement prior to any fees being charged. The complexity of your personal and financial situation, together with your specific advice needs will impact on any fee or remuneration arrangements. The majority of our advisory services are provided on a 'fee for service' basis.

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Sirius Financial Management Pty Ltd

Level 2, 67 Lytton Rd
East Brisbane, QLD 4169

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Sirius Financial Advisers Pty Ltd

AFSL 415314