Business Owner, Chris and Manager, Rebecca

We are raising a young family and take pride in knowing our work is helping our clients and their own families. With two boys who love sports, our weekends are often spent watching them play rugby, cricket, golf and swimming.

Our Mission

Our team aims to provide simple solutions to manage your overwhelming financial decisions, so that you can spend more time enjoying life. We pride ourselves on offering our clients an exceptional level of value, simplicity, affordability, personal service and communication.

HOURS & LOCATION
Location

55 Phillip Street.

Parramatta NSW 2151, Australia

admin@smifinancialsolutions.com.au

02 9890 7144

Hours

Monday - Friday 

8:30 am to 5:30 pm

Em

 

Role at SMI: Client Services Officer
Favourite Sport: Volleyball
If you could visit any place for a vacation where would you go? Paris
What are your hobbies and other interests? Listening to music, watching movies and playing online games

Chris

 

Role at SMI: Senior Financial Planner and Mortgage Broker
Favourite Sport: Rugby League
If you could visit any place for a vacation where would you go? Africa
What are your hobbies and other interests? Going to the Gym, and taxing my kids around to extracurricular activities

Meet the Team

Rebecca

 

Role at SMI: Office Manager
Favourite Sport: Boating, canoeing, kayaking
If you could visit any place for a vacation where would you go? Europe
What are your hobbies and other interests? Music, puzzles, walking

Nizza

 

Role at SMI: Paraplanner
Favourite Sport: Scrabble
If you could visit any place for a vacation where would you go? I love exploring Australia!
What are your hobbies and other interests? I like reading books and watching movies. I usually watch dramas and browsing social media in my spare time

SMI Financial Solutions Pty Ltd ABN 92 154 155 307 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd, ABN 47 097 797 049, AFSL 236523.  Christopher Smith (478941) and SMI Financial Solutions Pty Ltd (418006) are authorised for Credit Services with Connective Credit Services ACL389328. Infocus is not liable for any credit services provided by either entity. Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

© 2020 by SMI Financial Solutions Pty Ltd.

Disclaimer: Your full financial situation will need to be reviewed prior to acceptance of any offer or product.