Josephine Smith Email and Phone Number
Josephine Smith work email
- Valid
Josephine Smith personal email
Chartered Accountant and Certified Financial Planner / Financial Adviser with more than 20 years experience providing professional financial advice in the financial services industry on a Fee for Service basis. Over the long term, built mutually beneficial relationships with clients, trusted as their primary financial adviser, providing professional financial advice and helping clients to: • build financial confidence • learn to manage finances • identify objectives and financial values • set realistic yet challenging goals • prioritise and resolve conflict • assess financial options • make informed decisions • implement practical solutions • manage cashflow and investments • achieve personal financial goals • improve financial position • achieve financial freedom • achieve financial security • translate career success into financial success • take control of financial futureTrue wealth is achieving personal goals - living a rewarding balanced lifestyle, having time for family, friends, passions and personal time for relaxation. I empower clients to confidently navigate through the journey to wealth ... having freedom of choice ... to live the dream life.Specialties: Professional financial advice builds tailored financial solutions, applying complex technical strategy in a simple and practical manner. Specialist financial advice and service package is comprehensive and includes: • strategic financial advice, retirement advice • financial management, wealth accumulation • investment structure and investment management • debt management • wealth protection and insurance • estate planning
-
Senior Financial PlannerBottrell Wealth Apr 2024 - PresentMaitland, New South Wales, Australia
-
Senior Financial PlannerKingston Financial Aug 2012 - PresentLane CoveChartered Accountant and Certified Financial Planner / Financial Adviser with more than 20 years experience, providing professional financial advice in the financial services industry.Kingston Financial is a boutique financial advisory firm with its own Australian Financial Services Licence, operating on a professional fee for service basis. All clients have been introduced through referral of satisfied clients and other professionals, such as accountants, solicitors, business executives.Professional financial advice builds tailored financial solutions, applying complex technical strategy in a simple and practical manner.We practice Values Based services - we ascertain the values and goals of the client and work towards their goals WITH their values and beliefs in mind to give clients the highest probability of success for the reasons that are important to our clients. -
Senior Financial Adviser/Senior Financial PlannerBridgeport Financial Services Aug 2011 - Aug 2012St LeonardsSenior Financial Adviser, providing financial advice and ongoing client services to individual clients.
-
Chartered Accountant And Certified Financial Planner / Financial AdviserArc Financial Solutions 2009 - 2011Authorised Representative of Arc Financial Solutions Pty Ltd
-
Senior Financial Planner / Financial AdviserMercer Aug 1999 - Sep 2009• Senior Financial Planner / Financial Adviser, providing professional financial advice.• Advising high net worth premier executive client base. • Managing ongoing professional client relationships.• Creating tailored financial solutions by applying complex technical strategy in a simple and practical manner.• Mentoring clients to become masters of future financial destiny. • Helping executives translate their career success in financial success, enabling clients to take control of finances with confidence.• Providing professional financial advice on all areas of finance, including wealth accumulation, retirement, investments, superannuation and estate.• Managing ongoing service and compliance.• Providing solutions in insurance and lending. • Providing structure and investment solutions. -
Manager, Parramatta Advisory TeamMercer Jul 2005 - Dec 2008• Responsible for team targets and profit results.• Manage and supervise the team.• Responsible for provision of professional financial advice and compliance with professional and client service guidelines.• Grew team to four Financial Planners / Financial Advisers, three Para-planners and three Personal Assistants.
-
National Fund Accounting & Taxation ManagerMercer Aug 1993 - Aug 1999• Responsible for the 150+ corporate superannuation clients.• Client service targets set re statutory accounts, income tax returns, compliance returns, trustee reports, audit liaison at manager / partner level, group tax, cashbook, treasury controls.• Preparation of technical updates and technical training.• Managed Sydney office accounting team (30) and 5 state accounting managers.• Successfully completed team project for major re-engineering of accounting and administration processes, treasury controls, IT.• Accounting representative for major corporates and tenders.• Management reporting and cross-practice liaison.
-
Assistant ManagerPrice Waterhouse Feb 1984 - Aug 1993• Promoted to Assistant Manager, reporting to manager and partner level, supervising 10 professionals. • 3 years – Corporate Advisory Services. Transferred after completion of professional year. Acting as financial controller, providing a mix of accounting, audit and taxation services to smaller businesses. Developed banking and superannuation specialisation.• 3 years – Audit. Responsible for all aspects of statutory audit, including planning, budgeting, preparation of statutory accounts, supervision of audit team, client liaison, risk analysis, reporting on treasury controls, highlighting weaknesses and recommending changes to improve processes.
Josephine Smith Skills
Josephine Smith Education Details
-
Diploma Of Financial Planning -
Diploma Of Superannuation Management -
Certificate Of Superannuation Management
-
Institute Of Chartered AccountantsProfessional Year, Chartered Accountant -
University Of Technology, SydneyAccounting
Frequently Asked Questions about Josephine Smith
What company does Josephine Smith work for?
Josephine Smith works for Bottrell Wealth
What is Josephine Smith's role at the current company?
Josephine Smith's current role is Chartered Accountant and Certified Financial Planner / Financial Adviser.
What is Josephine Smith's email address?
Josephine Smith's email address is js****@****.com.au
What schools did Josephine Smith attend?
Josephine Smith attended Deakin University, Macquarie University, Macquarie University, Institute Of Chartered Accountants, University Of Technology, Sydney.
What are some of Josephine Smith's interests?
Josephine Smith has interest in Children.
What skills is Josephine Smith known for?
Josephine Smith has skills like Strategic Financial Planning, Retirement Planning, Investments, Superannuation, Financial Services, Financial Advisory, Finance, Pensions, Wealth, Retirement, Wealth Management, Financial Planning.
Not the Josephine Smith you were looking for?
-
2 +614070XXXXX
-
-
-
Josephine Smith
Executive Group Manager, Quality, Safety And Governance At Canberra Health ServicesAustralia1act.gov.au
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial