Josephine Smith Email & Phone Number

Maitland, New South Wales, Australia

Lane Cove

Chartered 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.

St Leonards

Senior Financial Adviser, providing financial advice and ongoing client services to individual clients.

Authorised Representative of Arc Financial Solutions Pty Ltd

• 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.

• 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.

• 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.

• 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.

Diploma Of Financial Planning

Diploma Of Superannuation Management

Certificate Of Superannuation Management

Professional Year, Chartered Accountant

Bachelor Of Business, Accounting