Theresa Atlee
Theresa is a seasoned Chartered Accountant with extensive experience supporting individuals, small businesses, large corporations, sporting clubs, not-for-profits, and SMSFs. She specialises in tax co...
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Theresa is a seasoned Chartered Accountant with extensive experience supporting individuals, small businesses, large corporations, sporting clubs, not-for-profits, and SMSFs. She specialises in tax co...
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Jake graduated from the University of Wollongong with a Bachelor of Commerce, majoring in Finance and Financial Planning. With a strong technical foundation in areas such as investment strategy, super...
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Nathan graduated from the University of Wollongong with a Bachelors of Engineering and a Bachelors of Commerce (Accounting) and initially pursued a career as an engineer in rural NSW. In 2021, Nathan ...
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Tom stepped into the banking and finance sector immediately after his university graduation, showcasing a deep-seated dedication to the field from the get-go. His methodical and organised approach ens...
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James provides our prospective and existing clients with the benefit of his 15 plus years’ experience as a local Financial Adviser and is a firm believer in the capacity for financial advice to chan...
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James graduated from the University of Wollongong with a Bachelor of Commerce majoring in Accountancy and Finance and has since complemented this with a Graduate Diploma of Financial Planning achieved...
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Matt is a passionate and experienced adviser who enjoys being able to offer truly meaningful advice that helps his clients make the best possible decisions to achieve a financially healthy future. Gra...
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Kaden Emery is a highly experienced financial services executive with over 15 years of leadership across Australia’s largest banks, superannuation funds, and insurers—including AIA Australia, Ires...
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Franz is a Financial Adviser and Director at Smart Financial. He graduated with a Bachelor of Commerce, majoring in Financial Planning, from the University of Wollongong and holds a Master of Financia...
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Mark has more than twenty years’ experience in the banking, insurance, and finance industry, with leadership roles spanning wealth management, financial planning, sales, and distribution for some of...
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With 20 years’ experience in the industry, Michael is our CEO and a Senior Financial Adviser. Michael established Smart Financial in 2007, building it into the exceptional business it is today, by f...
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David believes that smart decisions today build confident tomorrows—and he’s been helping people make those decisions since 2009. For him, financial planning isn’t just about numbers; it’s abo...
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