Brendan Smith

First Financial Pty Ltd

Platinum
10 Yrs Experience
Melbourne, VIC 3000

Recent reviews

First Financial Pty Ltd

Level 2, 90 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 19
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Our fee structure varies depending on the advice provided. We are more than happy to discuss further during a no cost and no obligation initial meeting.

Licensed by

First Financial Pty Ltd

AFSL 481098

4.80
19 Reviews
5
4
3
2
1
4.95
Clear communication
4.60
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 19

Sort by

4.75

"Brendan has always had information regarding my financial situation ready whenever we meet as well as suggestions for changes if necessary. He always provides me with written information backing up his recommendations. He also provides me with information between visits if there are any Government, banking, financial or other unexpected changes that may affect my situation. I am confident that he is taking care of my needs extremely well"

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

"I have known Brendan for over a decade. During this time he has given guidance and support on all matters relating to my self managed super fund and the investments contained within.The fund has grown over our time together and also generated a steady cash flow to fund my retirement. Brendan is very knowledgeable and easy to work with."

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

"Brendan has given both my newly-redundant husband and I the confidence to move forward into the semi-retirement/retirement journey of our lives. He has achieved this through engaging us, listening to our wants and needs and applying his exceptional financial knowledge and skills across all sectors of this industry. He has made us feel safe and secure while transitioning into this next chapter. He was easy to understand; used several excellent communication techniques including drawing visual diagrams which made things a lot easier to 'see' without totally relying on the extensive report, which we found extremely useful, along with his exceptional oral skills and engaging personality. We were given time to absorb information and did not feel rushed into making important decisions. We look forward to working with Brendan for the next 20 or (hopefully more) years and strongly recommend this delightful soul to anyone who needs good, sound and well-informed advice. Thank you Brendan, very much."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brendan has competently provided investment and income advice to help my wife and me live comfortably into our retirement."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendan has been our adviser since Reg Adams retired. I have found him to always be courteous, well mannered , respectful and competent in his work. We have the full confidence in his approach to our attitude to achieve our goals."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marg and Don 3116 We have known Brendan since he commenced working with Reg, and have watched him develop and become an extremely knowledgeable advisor. He is always courteous and respectful, willing to listen to our queries and understands our financial needs."

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

"Brendon's explanations are easy to understand.We trust him wholly to give us the right advice on how to improve our investments. John"

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We meet with Brendan regularly and he has 'grown up' in his position with us as clients. I am quite challenging in posing questions as we are well funded, I read MONEY and because I have two grown children who seem to have no enthusiasm for managing their money as I do! I believe that money should work for you while they want to enjoy the moment. At mid 40's I feel they need to change this attitude. We recently discussed loan products, self managed super funds and managing debt with Brendan. I set a problem which I believe Brendan has solved for me in providing answers to a choice of mortgage or superfund investment which I might provide for my children and which will satisfy my desire to provide for their futures but also assist them in feeling their mortgages will be reduced. He is always well presented, well prepared and up to the challenge of our meetings. He is well versed with anything we present him. I have one child who has now had an interview with him, and I hope the other one will do the same. He is a credit to the company."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"My wife and I have great confidence in Brendan in all respects. I consider him to be competent, honest, reliable etc and just a most pleasant gentleman. Most happy he is an advisor to my wife and me particularly in our current troubled times but also over the long term since Reg retired."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendan is always available to answer any of my concerns on my superannuation fund and share portfolio. He also has helped with seeing if I was eligible for government assistance. Brendan is extremely knowledgeable in all the fields I require answers to. I feel extremely confident with any changes he may advise me to make in my portfolio in our six monthly meetings. I would highly recommend Brendan to anyone looking for an adviser"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Bachelor of Finance

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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