Our Team

Meet our exceptional team

We pride ourselves on exceptional client service. With SMART Financial Planning you don’t just have one financial planner working with you; you have the whole SMART team, ensuring you will always have someone available to assist at your convenience. We are proud of our SMART culture that thrives on continued learning to keep at the forefront of current developments in financial planning, tax law, business development, superannuation, software technology and other professional services through our weekly training sessions. We help our clients achieve their goals faster, easier and with more certainty that they can themselves.

Name

Role

Shannon Smit is a CEO and founding director who thrives on breaking the mold of the standard. With a degree in Financial Planning and CPA, she's lived in 4 different countries and 6 different cities. She talks a mile a minute, has ideas faster than a speeding bullet and has nailed the art of multitasking. Likes travelling the world. Loves being a soccer mum to her two boys.

Name

Role

Bianca Carroll is financial paraplanner who walks the talk. When she’s not coordinating client financials, she’s studying Financial Planning or planning roads trips with her young family. A secret adrenaline junkie, she’s tried skydiving and scuba. In her previous career as a surgical vet nurse she’s been up close and personal with all sorts of creatures including lions and tigers and bears… oh my!

Name

Role

Nicole Wicks, also known as 'Ninja Nic,' Nicole is the face behind the friendly voice on the phone. An award-winning office administrator, she makes it happen with multiple screens and mega-multiple tabs. May have a shopping addiction. Definitely the biggest supporter of her two teenage daughters.

Name

Role

Vivienne Bethune is a marketing manager obsessed with typography. The right-brained thinker amongst a sea of analytical left brainers. Loves a colour clash. Would rather never drink coffee than drink a bad one. Likes taste-testing gin. Enjoys windy walks on the beach. Often found at the skatepark or playing soccer with her two sons.

Name

Role

Fhei Mendiola is a marketing and admin aficionado with a penchant for organizing events of all kinds. Keen on a spreadsheet to get all the boxes ticked. A baker and food lover, enjoys whipping up Indian and Arabic dishes, yet balances her culinary indulgences with a healthy dose of exercise. Loves spending time at the beach with her kids.

Name

Role

Edith Mendiola is our behind-the-scenes admin-warrior who keeps all the files in check. Loves a spreadsheet. Is happiest when dancing and watching movies with her kids. Cannot live without coffee. Is known for scouring the internet for the best Korean food in town. Dreams of vacationing in South Korea.