Chris Smith

Smi Financial Solutions Pty Ltd

Bronze
13 Yrs Experience
Parramatta, NSW 2150

Recent reviews

Smi Financial Solutions Pty Ltd

Suite 502, 55 Phillip St
Parramatta, NSW 2150

Opening hours

  • 8:00am – 12:00pm Saturday
  • 8:00am – 8:00pm Monday – Friday

At a glance

  • Adviser status Bronze
  • Rating 4.70
  • Number of reviews 44
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

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

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.70
44 Reviews
5
4
3
2
1
4.70
Clear communication
4.60
Knowledge & expertise
4.75
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 44

Sort by

5.00

"Chris has given us advice around superannuation, insurance, wills and investments for retirement planning. He always takes the time to ensure we understand each step of the process and I find his product knowledge and strategy suggestions have been first rate and have helped us provide a better future."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We contacted Chris after reading on google review on how he has help previous clients, we are so pleased with his knowledge on all aspects of financial advise for going forward towards retirement. Chris and his team have explained every step very clearly for our super and savings etc, we would highly reccommend Chris to our friends."

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

"Chris started giving me advice some years ago after a very close call with another financial advisor. Since then, he has always gone out of his way to provide any assistance regardless of the nature of our request. We would not be in the comfortable position we are in today without his help."

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

"Chris has given me advice in areas including Superannuation, insurances, investments and managing debt. Chris was usually able to explain things to me in a clear way. Through Chris's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Chris's full care and attention when I needed it"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris and his team have given me advice in areas including loan products, superannuation  and investment options. Chris always explains the options ensuring your comfortable and confident in each decision being made. Through Chris's knowledge and experience, I feel very confident that the advice given was right for my needs and would absolutely recommend him to family and friends."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris is always professional to deal with. He is very good at explaining things. He has helped with with my refinancing and super investments. I would recommend Chris to anyone."

  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris takes the time to explain WHY he selects specific strategies and I feel confident in trusting him to guide my financial decision making."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has given us advice on our self managed super fund, Chris was able to explain things in a clear way. I feel very confident the advice given was right for our needs."

  • Superannuation
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has given my Husband and myself peace of mind knowing that he will take care of our retirement income. We feel comfortable talking to Chris and believe that he has our best interests at heart. We feel confident moving forward that we will be able to enjoy a comfortable retirement with Chris looking after our finances."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris helped us sort out the best superfund to suit us and our future, as well as sorting out pre retirement pension, insurances, life and income protection, and most recently helping with the loss of my husband and what that means financially. He has been honest and open, nothing was too much, especially at this difficult time, going above to avoid my having to deal with sorting out all that comes with such a loss. He is really great."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 44

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending Accreditation Program

Level
0 - Training / Exam / Other
Institution
Western Sydney University (WSU)
Completed
2019

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AMP Limited
Completed
2006

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Integrity Education Group
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
AAMC Training Group
Completed
2017
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