Sam Wallis-Smith

Wallis-Smith Financial Planning

Platinum
26 Yrs Experience
Adelaide, SA 5000

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

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 17
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Wallis-Smith Financial Planning

Level 1, 85 Hutt Street
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323