Jerome Smith CFP®

About Me

I have over 20 years experience in the financial planning industry and am a founding partner of Sovereign Financial. I have a genuine passion to help people, especially those looking to secure themselves a better future. My expertise lies in investment and portfolio management, retirement preparation and planning strategies, estate planning and superannuation. Since 1998 I have gained extensive experience in the Self-Managed Superannuation Fund sector. My focus always is on getting the best outcome for my clients. I am an accredited aged care professional and am always striving to broaden my experience so that my clients can benefit from my knowledge and guidance.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 29 Years
  • Licensed By
    Licensed By Sovereign Financial Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®