Kevin Smith FCA BSc.

Kevin has obtained a wealth of knowledge and qualifications within the financial services industry over the past 2 decades.

• Fellow of the Institute of Chartered Accountants having worked with KPMG in London and Sydney offices (specialising in superannuation).
• Extensive tax and investment experience obtained in the investment management industry since 1994 including:
  • Head of Technical Services at Rothschild Australia Asset Management
  • Director of Technical Services at BT Financial Group.
  • Director and Chairman of Rothschild Australia Staff Superannuation Fund (2000 to 2002).
  • Co-author of the BT Super Book (a leading superannuation publication used by the industry).
• Certified Financial Planning exams, Distinctions in 3 of 4 subjects (issued October 2004).
• Personal Investor Masterclass Financial Planning 2003 – Top 50 Honour Roll and then on the panel of exam setters.
• Extensive experience in the area of providing financial advice for individuals since 1997.
• Established independent advisory firm January 2008.