Laurence Smith profile photo

Laurence Smith

Tca Financial Planners Pty Ltd

Gold
15 Yrs Experience
Cleveland, QLD 4163

With over a decade of experience in financial services, I specialize in strategic financial planning, retirement planning, and superannuation. As a CERTIFIED FINANCIAL PLANNER® and a Financial Planner at TCA Financial Planners, I am dedicated to helping clients grow wealth, safeguard their financial future, and achieve their life goals in a complex and evolving financial landscape.

My practice focuses on creating personalized strategies that align with each client’s unique goals, values, and circumstances. By addressing key areas such as financial protection, retirement planning, and superannuation, I work collaboratively within a team of professionals to simplify financial decisions, empowering clients to focus on what truly matters in their lives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

At a glance

  • Adviser status Gold
  • First year providing advice 2011
  • Years of experience 15
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

Tca Financial Planners Pty Ltd

Suite 30, 120 Bloomfield Street
Cleveland, QLD 4163

Opening hours

  • 9:00am – 5:00pm Monday – Thursday
  • 9:00am – 1:00pm Friday

Meeting methods

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

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523