At Smarter Financial and Insurance Solutions we come to work because we want to help you better your financial future, we also come to work because we are passionate about our jobs.
Smarter Advisers are nerds, pre-bed reading material consists of the Financial Standard and Insurance Product Magazines, they can recite the underlying investments of superannuation funds off hand, their accompanying fees and performance and they can give you a full synopsis of all the additional benefits that can come with Income Protection Insurance (if you have spare time).
Forged in Port Macquarie, Smarter Financial brings with it a unique, holistic approach to your goals and aims to provide exploratory solutions. Smarter Financial is a small but growing company; we have exceptional staff that bring with them a myriad of expertise not to mention oodles of personality.
Look us up on Facebook – we are social media savvy, or contact us the traditional way by phone or email.
Director Lee Riske Commenced with the industry in 2000 and has been providing Financial Planning Advice since 2004. Lee can provide you with professional advice and tailor a package to suit your individual needs, such as but not limited to:
- Guidance on budgeting and goal setting; Savings and wealth creation strategies; Investment, Pre-retirement, Retirement and Superannuation planning; Centrelink planning; Risk and insurance analysis
- Lee is an Authorised Representatives of Charter Financial Planning, has an Advanced Diploma in Financial Planning and is undergoing is Masters.
- Lee is married with four children and enjoys playing rugby union and basketball.
- Lee Riske is a member of the Association of Financial Advisers (AFA)
Director Stephen Cook commenced with the industry in 1992 and has been providing Financial Planning Advice since 2003. Stephen can provide you with professional advice and tailor a package to suit your individual needs, such as but not limited to:
- Risk and insurance analysis;
- Business succession planning;
- Superannuation rollovers
Stephen is an Authorised Representatives of Charter Financial Planning and has a Diploma in Financial Planning.
Stephen is married with two children and enjoys playing basketball and golf.
Since 2003 Ashley has worked for St. George Financial Planning in Sydney, firstly as associate adviser and quickly moving to become a senior financial planner. During this time he built a successful practice with just over $85 million in FUM.
Ashley has predominantly been able to help his clients during his career are pre retirees and retirees, with a sprinkling of wealth builders for good measure.
Ashley has a Bachelor of Business (Financial Planning) and has also obtained the CERTIFIED FINANCIAL PLANNER® designation.
Ashley is married with one daughter. Ashley enjoys spending time with his family, racing his bike or training for triathlons
Client Liaison Officer
Julie has over 25 years’ experience in Customer Service & Business Administration within the Banking & Finance industry and carries out a variety of duties in her role as Client Liaison Officer assisting advisers and clients to ensure that all queries are handled professionally.
Julie also enjoys spending time with her family and arts and craft.
Melanie Eadie streamlines the office, policies and procedures and assists with para planning when required.
Melanie enjoys Tae Kwon Do, swimming and spending time with her family including the furry, woolly and feathered kind.
Cheryl Barnes brings with her a wealth of experience in administration and catering to client’s needs. Cheryl carries out Portfolio research and maintains essential compliance procedures.
Cheryl also enjoys Yoga, reading and arts and crafts.
Tamara Forster is a Para Planner who prepares complex documentation and carries out experienced research for advisers.
Tamara also enjoys spending time outdoors and with her two feline friends.