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

Jared Smith, CFP®

Name Jared Smith, CFP®
Company ANZ Financial Planning
Address 2A Corporate Blvd
Bayswater, VIC 3153
Mobile 0423 591 311

I work with business owners to help them protect their business and personal assets, build their wealth and plan strategically for their business succession, retirement and estate planning. I advise self-managed superannuation funds, companies, trusts, partnerships and individuals, with a focus on holistic client advice regardless of structure or entity.

I have worked in financial advice with ANZ since 2012 with my time prior to that working in asset finance and salary packaging. Combined with my studies in Applied Finance and Accounting, I have a breadth of knowledge and experience across disciplines which allows me to develop unique strategies for clients, effectively and creatively solving their problems.

ANZ Financial Planning recognises the diversity of our clients and the diversity of solutions recommended. As such, I am licensed to provide advice using six market leading insurance providers and use quality investments to design a specific investment strategy and portfolio across all asset classes to achieve your goals. I work on a fee-for-service basis with my emphasis on strategic financial planning.

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