Josephine Smith CFP®
About Me
Chartered Accountant and Certified Financial Planner with more than 20 years experience providing professional financial advice on a Fee for Service basis. Over the long term, built trusted relationships with clients, helping clients to build financial confidence to manage their finances.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 26 Years
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Licensed By Interprac Financial Planning Pty Ltd
Also meet me here:
45 Hunter Street,
Newcastle, NSW 2300
Newcastle, NSW 2300