Financial Advisor And Founder
Track Wealth
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Leigh Smith Email & Phone Number
Financial Advisor and Founder
at
Track Wealth
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✓ Verified Jul 2026
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Current company
Role
Financial Advisor and Founder
Location
Brisbane, Queensland, Australia
Who is Leigh Smith? Overview
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Quick answer
Leigh Smith is listed as Financial Advisor and Founder at Track Wealth, based in Brisbane, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Leigh Smith.
Leigh Smith previously worked as Financial Advisor at What If Advice + Accounting and Financial Advisor at Connectus Wealth Advisers. Leigh Smith holds Certificate Iv Finance & Mortgage Broking from Aamc.
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Track Wealth
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Profile bio
About Leigh Smith
We enjoy taking away the burden on making decisions regarding your financial affairs, so you can focus on the things that you enjoy and matter to you. We are here for our clients through good times and celebrating their wings and the difficult times, reassuring them that things will be ok. If you are unsure on what you should be doing, where you are headed or you aren't on track to enjoy your life, then please reach out to see if we can help you life the live you desire and to help remove another stress in your life.
Listed skills include Superannuation, Accounting, Personal Financial Planning, Insurance, and 19 others.
Current workplace
Leigh Smith's current company
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12 roles
Leigh Smith work experience
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Financial Advisor
Providing holistic financial advice to help clients solve problems and to set themselves up for future success.
Financial Advisor
Our mission is to deliver personalised advice through a collaborative alliance of experienced, trusted professionals. Through this alliance we help people build wealth, enjoy what they’ve worked hard for, and leave a legacy they can be proud of. Our goal is to support your entire financial life.
May 2021 - Feb 2024
Financial Adviser At Aspiri Financial Services Pty Ltd
May 2018 - Feb 2024
Financial Adviser
Providing holistic solutions around making smarter financial decisions for your future.Do you want to:- travel more both domestically or internationally.- reduce working hours- spend more time with your kids or grand kids- reduce your debt- upgrade your home- retire from workWhat ever your goals are we can help you through: - managing your cashflow- how to reduce your debt - how to invest your super to maximise returns or help preserve your super.- do you wish to run your super through a SMSF - putting in personal insurance plan to protect you and your loved ones in the event you suffered a injury, illness or death.- creating wealth to ensure you have sufficient assets in the event your goal is to retire and it lasts the length of your retirement.- ensuring that your your assets go to your intended beneficiaries in the event you pass away.- doing strategies that help minimise tax so you keep more of the proceeds.- assist to maximise any centrelink benefits.If this sounds of interest to you please don't hesitate to contact me to see if we can help you achieve your dreams.
Sep 2017 - Mar 2018
Financial Planner
Thiel Partners Wealth Managers
Providing holistic advice for clients on how to grow, protect and manage their wealth no matter if your 25 or 75, we work with a variety of clients if we feel we can add value to your situation. We look at all different strategies including property, superannuation including SMSF, share portfolios, debt management, cashflow, tax minimisation, personal insurance. We work closely with your professional including accountants, lawyers, mortgage brokers to provide you with a complete plan to ensure you have everything covered.
Mar 2016 - Jul 2017
Financial Adviser - Gps Wealth
Gps Weath
We have a number of services we can assist you on here at Wealth Ladder and we work in conjunction with a number of experts to help you achieve your objectives.We can offer solutions around:- Wealth Creation - Insurance- Investment Property- Superannuation including SMSF- Cash Flow management- Tax Minimisation- Mortgage Broking- Investing in share market- Estate planning
Jan 2015 - Jan 2016
Associate Financial Adviser
As an Associate Financial Adviser I help the 2 senior Financial Advisers with their statements of advice and implementation of their recommendations. The strategies of advice mainly focus on: - Pre Retirement Strategies - Post Retirement Strategies - Superannuation - Self Managed Super Funds - Estate Planning (Binding Death Nominations) - Personal Insurance - Gearing - Cash Flow Analysis We try to provide quality personalised advice that best meets the clients objectives whilst reducing risk where possible.
May 2013 - Jan 2015
Paraplanner
Prepare Statements of Advice for the financial planners at Commonwealth Financial Planning. Ensure that the strategies are within the clients scope and objectives and ensuring that a compliant Statement of Advice document is produced.
May 2012 - May 2013
Client Service Officer
Aspire Retire
Sep 2011 - May 2012
Management Accountant
Mar 2011 - Jul 2011
Management Accountant
Nov 2005 - Dec 2010
5 education records
Leigh Smith education
Certificate Iv Finance & Mortgage Broking
Aamc
Smsf Specialist, Superannuation
Cavendish Superannuation
Master Of Business, Personal Financial Planning
Certified Practicing Accountant, Accounting
Cpa Australia
Bachelor Of Commerce (Bcom), Accounting And Banking & Funds Management
FAQ
Frequently asked questions about Leigh Smith
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What company does Leigh Smith work for?
Leigh Smith works for Track Wealth.
What is Leigh Smith's role at Track Wealth?
Leigh Smith is listed as Financial Advisor and Founder at Track Wealth.
Where is Leigh Smith based?
Leigh Smith is based in Brisbane, Queensland, Australia while working with Track Wealth.
What companies has Leigh Smith worked for?
Leigh Smith has worked for Track Wealth, What If Advice + Accounting, Connectus Wealth Advisers, Aspiri Financial Services Pty Ltd, and Infocus (Australia).
How can I contact Leigh Smith?
You can use AeroLeads to view verified contact signals for Leigh Smith at Track Wealth, including work email, phone, and LinkedIn data when available.
What schools did Leigh Smith attend?
Leigh Smith holds Certificate Iv Finance & Mortgage Broking from Aamc.
What skills is Leigh Smith known for?
Leigh Smith is listed with skills including Superannuation, Accounting, Personal Financial Planning, Insurance, Management Accounting, Financial Advisory, Financial Planners, and Finance.
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