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

Hosanna Smith, AFP®


Name Hosanna Smith, AFP®
Company Limestone Insurance & Financial Services
Address Ground Floor
Riverlink Medical & Dental Ctr
North Ipswich, QLD 4305
Phone 07 3812 7122
Email [email protected]
Website www.limestonefinancialplanning.com.au

I moved to Australia from a farming community in the USA (Montana to be exact) at age 15 with my family. I studied Economics at QUT Brisbane, then started working in the finance industry at the age of 19. My career in finance started as a general insurance consultant. I soon moved to a life & superannuation consultant role while studying my Diploma in Financial Planning. My first job as a financial planner with was with a small business. I then moved to a bank adviser role and stayed in this role for 5 years. I was then given the opportunity to start my own practice on 2012.

I really enjoy helping the everyday aussie battler with their retirement planning.

I specialise in:
Aged Care Advice - for those entering, or already in, a Nursing Home and looking to increase their Centrelink Pension and/or decrease their Nursing Home Fees.
Retirement planning - Income Streams such as Lifetime Annuities and Allocated Pensions
Age Pension & Disability Pension strategies and advice
Superannuation strategies such as salary sacrifice and Transition to Retirement Strategies

I am still learning the rules of rugby and cricket, and I enjoy watching it even though I don't really follow what's going on! My other interests include writing, reading and exploring Australia's Outback.

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