Smith Wealth Smith Wealth

About Us

At Smith Wealth Partners (SWP) we will help you to grow and protect your wealth for the long term. You can rest assured that any strategies recommended by our advisers will be of the highest quality, with the backing of over 50 years of experience in the financial services industry. But don’t just take our word for it, read what our clients have to say about how we have helped them to achieve their financial dreams.

At SWP we follow a disciplined process that will involve asking you a series of questions to understand your current financial position, objectives and risk profile. We will write a tailored financial strategy specifically for you outlining our recommendations and ideas for your consideration. Our role is to then implement the agreed financial strategies for you and continue to work with you to ensure that your financial goals are met.

No two people are the same, which is why at SWP we take the time to get to know you, to understand what is important to you and what your future plans are. When we know more about the financial services you may need, we will discuss with you our fees and ongoing services. At SWP our clients have complete transparency over the fees that they are charged.  

Brad SmithBrad Smith AFP ®
Director & Financial Adviser
Accredited Aged Care Professional™

FChFP , ADFS (FP) • LinkedIn
AFA – Excellence in Education Award (Finalist) (2017)
20 years’ experience as a Financial Adviser.

Scott SmithScott Smith AFP ®
Director & Financial Adviser 
ADFS (FP), FChFP • LinkedIn
17 years’ experience as a Financial Adviser.

Graham Smith Graham Smith
Relationship Manager
Accredited Aged Care Professional™
30 years’ experience as a Financial Adviser.

EmilyEmily Wilhelm

Adviser SupportLinkedIn
Diploma of Financial Planning
13 years in the industry

Graham Smith Suzanna Dimitrijeski
Adviser Assistant
Smith Wealth PartnersLinkedIn
Diploma of Financial planning designation
18 years in the industry