We pride ourselves on exceptional client service. With Smart Private Wealth you don’t just have one financial adviser working with you; you have the whole team, ensuring you will always have someone available to assist at your convenience.
We are proud of our Smart Private Wealth 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.
Our approach to financial advice is underpinned by our strategic and deep understanding of tax and financial structures, ensuring that our advice is holistic by nature. We look at everything and consider every angle of your wealth, leaving no stone unturned to ensure your wealth remains exactly where you want it to.
Zoe brings the zen to our team with her unmatched calm and friendly energy. Is a whiz at baking macarons. Balances her baking prowess by hitting the gym or weekend hiking. Has her sights set on travelling the road less travelled before buying her first home.
Meet Marcia, our Client Relationship Dynamo. She's the queen of big family fiestas and baking sweet treats. With her faithful sidekick Luna the Border Collie, they conquer new terrain in the great outdoors. On the weekends, she's the cheerleader for her three awesome girls. With a heart of gold, Marcia generously shares her time volunteering at school.
Mark Hansen, our Client Services Manager in Financial Planning, originally hails from Minnesota, USA. Armed with a B.Sci and Advanced Diploma in Financial Planning, Mark is passionate about learning and helping clients achieve their financial goals. Outside of work, you'll find him cycling, woodworking, fishing, or tending to his garden. Mark enjoys spending time with his big family—five kids, one grandson, and another on the way!
After a break for full-time parenting, Ann levelled up with a Business degree with a major in accounting and financial planning. Now, she’s our clients’ dream-weaver. Outside work, she's a professional Uber driver for her kids' activities, and even moonlights as the Treasurer of the local 4WD club. Loves an off-grid 4WD camping trip – sometimes lets the family tag along!
Introducing Brielle, our Operations Maestro and self-proclaimed furbaby minion. Bleeds yellow and black for Richmond, never met a wine she'd turn down, and spends sunny days mastering the art of being a true beach bum. Flips houses in her spare time turning dull spaces into dazzling gems.
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.
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 shouting courtside at her children's basketball games.
Meet Danni, our Loan Processor with a zest for life that's as diverse as her interests. When she's not making loan dreams come true, you'll find her at the footy with her hubby and sons. Camping adventures and gatherings with loved ones are her true happy places. She yearns to travel more, put the finishing touches on her house renovations, and maybe even conquer her fear of snorkeling.
Ryan Smit, our Assistant Accountant, blends adventure with precision. Following in his mum, Shannon Smit's footsteps, he swapped aviation studies for accounting. When he's not crunching numbers, he's racing motorcycles, hitting the gym, or being a doting dog-dad to Ivy and Lexie.
Meet Ruby, our Administration Assistant. When she's not welcoming guests with a smile, Ruby loves watching the sunset
at the beach with friends. She's a big Ocean Alley fan, adores her cats Pixie and Smudge, and cheers loudly for the St Kilda Football
Club. Outside of work, Ruby runs her own side business and enjoys spending quality time with loved ones.
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.
