Jess Boles

Smart Financial

Bronze
10 Yrs Experience
Warilla, NSW 2528

Recent reviews

Smart Financial

162-172 Shellharbour Rd
Warilla, NSW 2528
Office 1 Diamond Offices, 65-67 Burelli Street
Wollonogng, NSW 2500

Opening hours

  • 8:00am – 7:00pm Tuesday – Thursday
  • 9:00am – 12:00pm Saturday
  • 9:00am – 5:00pm Friday
  • 9:00am – 8:00pm Monday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Bronze
  • Rating 4.88
  • Number of reviews 4
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Smart Financial Capital Pty Ltd

AFSL 533901