Amanda Pond

Smart Financial Pty Ltd

Gold
14 Yrs Experience
Nowra, NSW 2541

I am a Financial Adviser, with over 18 years of experience in the financial services industry. I work with people over the age of 45 that feel dissatisfied with the level of wealth they have. Unlike my competitors, my advice doesn't revolve around products or tax savings. My advice goes beyond that. I utilise ‘Life Planning’ to maximise my clients results with the limited working life they have left.

I believe the key to financial freedom is understanding what your purpose is and what you need to live a full life. By utilising life planning I can explore and discover what you want together with you. Once we understand what motivates and drives you, you are more likely to stick to a long-term financial plan.

Your financial plan will always be met with the highest quality of advice. My passion for quality advice was recognised in 2016 when I was awarded the AMPFP National Value of Advice Award.

Along with providing quality advice, I am extremely passionate about providing pro-bono volunteer work. I have supported the Cancer council and their patients in need since 2010 by delivering pro-bono financial advice. The knowledge, experience and gratitude gained by working in this space is priceless.

To book an initial consultation with me contact the Smartfinancial office:

Ph: (02) 4295 331 or Email: Reception@smartfinancial.com.au

This Adviser Ratings page contains general information only and does not consider your objectives, financial situation or needs. Therefore, before relying on this information, you should consider your own personal circumstances and seek professional advice. Please visit our webpage at www.smartfinancial.com.au to find out more about our financial advice services.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 19
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Smart Financial Pty Ltd

Suite 2, 38 Berry St
Nowra, NSW 2541

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459