The Financial Planning Association of Australia The Financial Planning Association of Australia

Alexandra Smith, CFP®


Name Alexandra Smith, CFP®
Company AMP Advice
Address 2124 Gold Coast Highway
Miami, QLD 4220
Phone 07 5554 1000
Email [email protected]
Website https://au.linkedin.com/in/lexi-smith-cfp®-50745823? http://www.ipac.com.au/adviser/lexi-smith

Over the last decade Lexi has built a successful career in the industry. Her peers describe her as an absolute dynamo, who thinks laterally to provide options and solutions that work. Whilst she has experience in creating and implementing a range of financial planning strategies, Lexi now focuses on assisting clients in retirement.

Lexi is dedicated to getting to know her clients, believing it is essential to developing suitable advice. As her clients progress down their personal and financial path, Lexi provides a sounding board for ideas, guides them when their situation changes and helps them understand whether they are ‘on track’.

Lexi has consulted to the Financial Planning Association in the education space and is always itching to do more in the industry. She recently received a 5 year service award in recognition of her substantial contribution as a valued mentor in the Griffith Industry Mentoring Program. She will continue imparting her knowledge in 2018 as a Sessional Tutor at the University.

Outside the four walls of AMP Advice, Lexi is happiest spending time with her husband and daughter. On weekends they can often be found entertaining friends at their home in beautiful Reedy Creek.

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