Wallis-Smith Financial is a family owned practice specialising in retirement planning and wealth accumulation.
Having founded the practice in 1996, I am still just as passionate today about helping clients make the most of their money.
My wife, Victoria Wallis-Smith joined the practice in 2007 after a successful career as a Chartered Civil Engineer.
Together we make a formidable team in addressing our clients complex problems from different angles to get the best possible result.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 17
- First year providing advice 1996
- Years of experience 28
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Wallis-Smith Financial Planning
Level 1, 85 Hutt StreetAdelaide, SA 5000
![Wallis-Smith Financial Planning logo](https://resources.adviserratings.com.au/practices/wallis-smith-financial-planning-18008319.jpg)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
![Alliance Wealth Pty Ltd logo](https://resources.adviserratings.com.au/licensees/alliance-wealth-pty-ltd-449221.jpg)