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Jacinta Smithers

Carter Financial Services Pty Ltd

Bronze
4 Yrs Experience
Ballina, NSW 2478

I am a skilled financial advice professional providing strategic financial recommendations to in the areas of superannuation, investments, retirement planning and wealth protection advice. I can assist you in achieving your financial goals by putting a suitable plan in place to get you to where you want to be.

My commitment to ongoing education and professional development ensures clients are kept up to date with the best strategies for their circumstances. My formal Qualifications are a Bachelor of Business and a Master of Financial Planning from Griffith University as well as specialist training in Self-Managed Superannuation Funds (SMSF). During my studies at Griffith University I was awarded The Griffith Award for Academic Excellence, which recognises students within the top 5 per cent of students across the university.

I am available full time to assist you in chasing your financial goals, whatever they may be.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Bronze
  • Years of experience 4
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Carter Financial Services Pty Ltd

Shop 8, 92 Tamar St
Ballina, NSW 2478

Meeting methods

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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221