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Scroll through our SAPEPAA Certified Advisers pages to book a meeting with a certified adviser to handle your family wealth protection needs.
Shannon Smit
Founding Director & Financial Adviser
At Smart Private Wealth, our approach to financial advice is underpinned by our strategic and deep understanding of tax and financial structures, ensuring that our advice is holistic by nature.
We look at everything and consider every angle of your wealth, leaving no stone unturned to ensure your wealth remains exactly where you want it to.
Kerrie O'Leary
Chartered Accountant
Kerrie grew up in Adelaide and spent his early years participating a wide variety of Sports. He studied Accounting and worked for public practice firms in Adelaide before moving to Port Lincoln.
Kerrie has expertise in being the primary adviser for his clients particularly for primary producers.
Bianca Carroll
Financial Adviser
At Smart Private Wealth, our approach to financial advice is underpinned by our strategic and deep understanding of tax and financial structures, ensuring that our advice is holistic by nature.
We look at everything and consider every angle of your wealth, leaving no stone unturned to ensure your wealth remains exactly where you want it to.
Graham Leslie Robertson
Director, Founder
Graham has over 40 years of experience in accounting with a particular interest in SMSF, business advice, tax compliance, estate planning and asset protection. His classic and warm style of customer service is backed up with the efficiency of modern accounting technology and absolute current industry knowledge. His aim is to provide advice that is not conflicted and exceeds expectations.
Sherif Mikhail
Principal
Your most valuable partner; known for our high level of ethical integrity and premium professional service in accountancy and advice.
Benjamin Douglas Duthie
Director
Brian William Rees
Principal
Brian retired from financial planning in December 2021.
Contact
Level 5, 9 Sherwood Road Toowong QLD Australia 4066
ACN: 644 113 806
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