Meet The Team

Tony Smith

Tony has an extensive background in Financial Planning and Accounting spanning over 30 years. Tony is a qualified accountant, and has previously held senior management positions within the public and private sectors. He is a fellow of the Institute of Public Accountants (IPA). Tony’s wealth of experience and personal approach means he can assist clients across all facets of their life stages. Tony is a small business and Self Managed Super Fund specialist, focusing on taxation and investment strategies.

Tony is married and has a daughter. He enjoys social tennis, camping, fishing, boating, travelling and following the stock market.

Qualifications

  • Fellow - Institute of Public Accountants

  • Diploma Financial Services

  • Graduate Certificate Professional Accounting (GCPA)

  • Associate Diploma Accounting

  • Justice of the Peace (JP)

Lauren Smith

Lauren has over 7 years’ experience in the Financial Planning industry. She has previously held administrative and operational positions within several Financial Planning firms. Prior to joining us, Lauren held a position as Operations Associate with a firm in Melbourne CBD. Her experience and customer-centric attitude means she can assist clients with their SMSF journey.

Lauren is Tony’s daughter, and enjoys netball, travelling, reading and socialising with family and friends.

Qualifications

  • Diploma of Financial Planning