Scott Smith

Smith Wealth Partners

Gold
16 Yrs Experience
Balcatta, WA 6021
I have always had a penchant for numbers - from memorising the statistics from basketball cards as a as a child, to studying every managed fund or stock research paper I could back in 1999 when I started in this industry. I have been a qualified financial adviser since 2006, however I believe this job (and industry) is one where you must evolve and constantly educate yourself on the myriad of options and strategies available, in order provide timely and effective advice. I believe this thirst for knowledge is a great strength of mine and the team as a whole. In choosing an adviser to assist in the handling of your financial affairs, I believe appropriate experience to be imperative. Working as an adviser through the “Global Financial Crisis” was an invaluable experience, and I am very proud of the way our team helped our clients through that very difficult period.  I have a particular passion for the investment side of advising, such as constructing portfolios and conducting thorough research on various investment options and asset classes. I have had success in managing the investments of High-Net Worth individuals and families, however I also get great satisfaction in helping build wealth for people from all walks of life. As a company, we are also great believers in the need to protect your wealth and/or the financial future of your family. We have witnessed family, friends and clients suffer from accident, illness and (unfortunately) death, and we hope to be able to assist by easing the financial burden during these highly stressful and testing times.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
My fees
Get in touch

We tailor the initial fee to your situation, and the level of work required. Similarly, if you choose to engage with us on an ongoing basis, your advice and service contract will be bespoke to you and your requirements.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 11
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Smith Wealth Partners

Level 2, 8 Gibberd Road
Balcatta, WA 6021

Licensed by

Wealth Partners Wa Pty Ltd

AFSL 508773

4.85
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Scott has always seen me on a regular basis to discuss matters in relation to my investments. He has looked after me for many years now, and I feel extremely confident in his ability to do the best in regard to my investments. I feel comfortable to sit and discuss matters with him, and have full confidence in his care and attention to my needs."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has always given me just the right advice and answered all the questions that I asked to my satisfaction.Having retired, managing the monies that was from superannuation was very important. Also of importance was my savings that accrued over the working years. He always explained in detail of where they were being invested. I have every confidence in his ability to do the right thing."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am extremely pleased with the advise and support and friendship from Scott and Smithwealth Staff. Thank you for your ongoing services."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were clueless when trying to find a financial advisor, but will be forever grateful we found Smith Wealth! All staff were super helpful right from the call to enquire about their services, then went out of the way to ensure our needs were met and continue to do so. As a little growing family, we wanted to financially secure our future, and I feel like we have walked away with so much more. Thanks you to Scott and the team!!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very satisfied with the handling of our investments. We are always kept informed of matters relating to new product and investment statergies"

  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott has always been very helpful in explaining all the pros and cons of any finances or investments. Friendly and easy to comunicate with. I am very happy to recommend him as an adviser."

  • Government Assistance
  • Self Managed SuperFunds
  • Expat Finance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We find Scott very easy to deal with, always friendly, interested & helpful."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Many thanks to Scott & Smith Wealth for their clear and informative information giving us much confidence in the way our finances are heading. Max & Judy Bonny"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Scott is always available to answer my questions and offer advice in a friendly, professional and concise manner. He explains things in a way that I understand and makes me feel at ease with my finances for the future. I have referred clients to him and have the utmost confidence that they will be as happy with Scott and the team as I am. Maureen 6014"

  • Government Assistance
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Feel safe in his hands and look forward to working with him in the future"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2018

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2016

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2012

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Scott's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Scott able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Scott's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Scott to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Scott?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Scott provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Scott may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Scott Smith
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens