Chris Leishman Principal Certified Financial Adviser
Areas of expertise
- Cash flow management
- Wealth accumulation and asset protection
- Superannuation including SMSF
- Retirement planning strategies including the provision of advice in dealing with Centrelink Pension related issues
Education & Affiliation
- Bachelor of Management, James Cook University
- Certified Financial Planner (CFP)
- Graduate Diploma in Financial Planning
- Member of Financial Planning Association of Australia (FPA) since 1999
- Member of the Tax Practitioners Board
Chris Leishman the Principal of Smart Wealth Financial Solutions has a wealth of experience starting in the Financial Planning Industry in 1999 and has successfully practiced through some of the most turbulent financial markets in recent history including the GFC. He was one of the Directors and Advisers of TFS Financial Planning which later merged with iPac Financial Planning before it rebranded to AMP Advice in 2017. During his time at TFS, he was proud to be part of the successful team that saw the practice win the 2007 IFA Practice of the Year Award.
Over the years Chris has been able to assist a diverse array of clients by providing advice in the following areas:
- Cash flow management
- Wealth accumulation and asset protection
- Superannuation including SMSF
- Retirement Planning Strategies including the provision of advice in dealing with Centrelink Pension related issues.
Regardless of your situation, Chris’s goal is that he has a clear understanding of what’s important to you so that he can tailor clear and effective advice that focuses on your unique needs, desires, and financial circumstances.