Debra Smith CFP®
About Me
Having worked in the finance and banking industry for more than 10 years, Debra has developed a strong suite of technical and advisory skills that enables her to build lasting advice relationships with her clients. Debra is passionate about ensuring her clients are well educated on the complexities of the superannuation and investment environments to help place them in the best position to achieve their personal and financial goals.
Debra is highly organised and efficient, demonstrating an eye for the finer details and achieving results through helping her clients achieve financial success. She is a firm believer that you are never too young to start learning about how to improve your financial circumstances.
Outside of the office, Debra can be found watching AFL or cricket, spending time with family and friends, travelling, or reading a good book.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 8 Years