15 Reviews

Shannon Smit

Smart Private Wealth

Gold

9 Yrs Experience

Mornington, VIC 3931

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Founding Director, Smart Private Wealth and Smart Business Solutions Group

FS Power50 Influential Financial Advisors 2025

Winner - 2025 Count Innovator of the Year

Winner - 2024 Count Leader of the Year

Winner - 2023 Member Firm of the Year

Winner - 2022 SMSF Advisor of the Year

Winner - 2021 Financial Adviser of the Year

Winner - 2021 Goals-Based Adviser of the Year

Shannon Smit is an award-winning financial adviser who believes that great advice begins with understanding what truly matters to you. As a goals-based adviser, Shannon builds strategies around her clients’ life ambitions - not just their numbers. For some, that means retiring early or supporting their children. For others, it’s finding work/life balance, sharing wealth before retirement, or simply feeling confident about their financial future.

As the founding director of a multiservice advisory group, Shannon leads an integrated team offering accounting, tax, financial planning, and lending expertise under one roof. This holistic structure allows her to weave strategic tax planning and business advisory insights directly into each client’s financial plan - ensuring every recommendation is not only values-driven but also tax-effective, compliant, and future-focused.

Her advice focuses on clarity, structure, and purpose - ensuring every financial decision supports the life her clients want to live. Shannon combines deep technical expertise in superannuation, investments, insurance, SMSF structuring, and tax-efficient wealth strategies with a genuine passion for helping people feel financially empowered.

Named among Australia’s top 50 most influential advisers in the 2025 Financial Standard Power50, Shannon is recognised nationally for her leadership, innovation, and authenticity. Her people-first approach has earned her multiple national awards, including Count Innovator of the Year 2025 and Count Leader of the Year 2024, acknowledging her impact in modernising advice delivery through technology while keeping the human connection at its heart.

With a background that includes appointment to the ATO Small Business Stewardship Group and global experience with Ernst & Young in New York, Amsterdam, and Melbourne, Shannon blends world-class expertise with local care.

At her core, Shannon believes money should give people choices - to live the life they want, give back to their community, and create lasting impact for their families.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Small Business Advice
Tax Strategies
Growing Assets
Budgeting

5.00 March 2024

I have been working with Shannon for 2 years through a very complex business and personal restructuring. Shannon is always remained levelheaded, professional and very committed to hearing what my needs and aspirations were and how we could achieve thess. I have valued her frank conversations while respected her ability to always looking forward to future impacts and scenarios.

5.00 March 2024

I have been working with Shannon for the last 18 years and her knowledge and support has enabled me to retire at 55. I owned a small family business that my children now run and Shannon initially provided the accounting services and as the business grew so did her provision of services and we set up a SMSF 10 years ago. With the help of Shannon and Bianca I recently was supplied with a financial plan and hence the retirement. I now own properties in the SMSF which generate income. This is probably the best decision I made for my financial freedom BUT it has been challenging with highs and lows of running a small business and many times I wanted to sell everything and give up! Shannon encouraged me to stay the course and its paid off.

5.00 March 2024

Shannon has assisted my parents/family with a range of financial services over the past 12 months. She provided initial financial advice, when my parents moved from their long term financial adviser, to also assisting with aged care modelling and post restructuring of assets, investments, superannuation etc after my father passed away. Shannon and her team have at all times been thorough, diligent and caring whilst providing expert advice about a range of, at times, complex requests with moving targets. It has been very reassuring to know that my parents and indeed our families needs were being looked after by such ethical, knowledgeable and diligent experts. I strongly recommend Shannon and her team for all your financial advice and/or management needs.

5.00 March 2024

I turned to Shannon and Bianca for a full financial plan after my divorce. I had some initial financial advice from a different provider but I did not have a clear picture of my situation or my options. So, I turned to Shannon. I could not have been more happy. Shannon and Bianca took the time to get to know me, my current financial situation and my goals and aspirations. They then modelled out a number of different scenarios with a combination of advice around investments, property, rent-vesting and my superannuation. They provided me with real clarity and incredible peace of mind. I was left in a position where I could make an informed financial decision about the next 15 years of my life. The also gave me clear advice on my superannuation which has been terrific. Every year I get their plan out to see how I am tracking. They are kind, professional, patient and clever operators. Highly recommend.

5.00 September 2023

Shannon has been with my family through thick and thin. From growing the business, to closing the business. From making sure the kids school fees are covered to losing a family member. She and her team deal with the financials so I don't have to. I can spend time with my kids knowing that she has my back and has protected my wealth. Shannon and her team cover a wide breadth of services, from financial planning, wealth management and estate planning. Thank you again Shannon. I want you to know you have helped me pull through this difficult time in this family's life and you have my gratitude.