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.
Shannon Smit is a Founding Director and award-winning Financial Adviser who thrives on breaking the mold of the standard. 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. Loves travelling with her two teenage boys, husband and twin spaniels.
Bianca Carroll is a 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!
Karlee Davern is a Mortgage Broker with excellent negotiating skills that she flexes on Marketplace.
Mum-taxi to her three young kids, she squeezes in me-time with a quiet swim or sun salutation. Originally from a cattle farm in country Vic,
enjoys exploring the food & wine delights on Morn Pen. Has a penchant for interior design & renovating. Is partial to a Netflix
binge when the household is sleeping.
Jackson Mcilwraith is a Client Services Coordinator that loves the thrill of the unknown. Born and bred on the Morn Pen yet has travelled the world, including a full loop of Oz. Obsessed with footy, plays for the Peninsula Old Boys. Is known to shout on the sidelines at Hawks matches. Practices daring tricks on his waterski. Is best mates with Hank, his Rhodesian Ridgeback.
Bridie Gude is our Client Services Assistant with a golden smile to match her QLD heritage. Loves the plot twists of crime TV shows. A skilled sportswoman, has played basketball in USA and enjoys a paddle in the crisp surf of Morn Pen. Relaxes with reruns of Buffy the Vampire Slayer whilst hanging with her staffy, Max.
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.
Helen Smith is our super organised, super experienced, super senior accountant and practice manager. Officially mother to one young son. Unofficially the mum of the office. A massive music fan. Wants to be buried with her favourite U2 record (yes, record).
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.
Fhei Mendiola is a marketing and admin afficionado 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.
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.
