Financial Adviser - Xanana Smith

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I hold a Bachelor of Commerce, majoring in Financial Planning, from James Cook University. In 2025, I successfully completed my Professional Year and advanced to the role of Financial Planner. My passion for the financial planning industry is evident through my proactive approach, attention to detail, and commitment to delivering tailored advice that helps clients achieve their financial and lifestyle goals.

I take pride in building strong relationships and guiding clients through every stage of life, from wealth accumulation to retirement planning. I believe it is never too early to put a comprehensive financial plan in place.

I am qualified to advise on Superannuation, Retirement Income, and Personal Investments, and can assist with investment strategies, superannuation contributions, debt reduction, savings plans, and personal insurances. I also hold a professional membership with the Financial Advice Association Australia (FAAA).

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

I offer a fixed fee for service structure tailored to the scope and complexity of the advice you require.

During our initial consultation, we assess your needs and determine the level of support appropriate for your circumstances.

Following this meeting, a detailed fee estimate is provided in a formal Terms of Engagement letter, allowing you to review all costs before making any commitment.

Your fee reflects the nature and complexity of the advice, along with the time and expertise required to support your financial goals.

A range of flexible payment options is also available to ensure accessibility and transparency throughout the process.