Laurence Smith profile photo

Laurence Smith

Tca Financial Planners Pty Ltd

Gold
15 Yrs Experience
Cleveland, QLD 4163

I’ve been helping people make smarter financial decisions for over 16 years. Along the way, I’ve worked in big banks, boutique firms, super funds, and accounting practices - which means I’ve seen just about every angle of financial advice.

These days, my focus is simple: I take the complexity out of financial planning so you don’t have to worry about it. Whether it’s investing, gearing, or structuring your super, I’ll handle the technical side and give you a clear plan you can actually follow.

Financial planning has always been part of my life: my father spent over 35 years in the profession, so I understand the importance of trust, long-term thinking, and doing the right thing by clients.

Outside of work, I’m a Redlands local with two kids. We are all involved in the community, and I train in karate with my family. I’m a big believer in Kaizen, which is a belief that significant results come from small, consistent improvements over time. I aim to apply this philosophy in both life and in financial advice.

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