Xanana Smith
Financial Adviser
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About
Xanana Smith is an ASIC-registered financial adviser based in North Ward, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Xanana holds a Bachelor of Commerce (Financial Advising) from James Cook University (2024) and is a proud member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest ethical and professional standards. Xanana is authorised to provide advice on a broad range of financial products, ensuring that clients receive well-rounded and informed guidance. Her expertise covers superannuation, insurance, wealth management, and retirement planning, allowing her to create holistic plans that cater to each client's unique circumstances. Xanana can also provide advice and services regarding Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Insurance solutions tailored to your needs • Wealth management strategies for long-term growth • Retirement planning to secure your future • Investment advice across a range of asset classes Ready to take control of your financial future? Contact Xanana today to schedule a consultation and discover how she can help you achieve your financial aspirations.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Xanana Smith offer?
Xanana Smith specialises in superannuation advice, insurance, wealth management, and retirement planning. She also provides guidance on investments and risk management.
What qualifications does Xanana Smith have?
Xanana Smith holds a Bachelor of Commerce (Financial Advising) from James Cook University and is a member of the Financial Advice Association of Australia (FAAA).
How does the financial planning process work with Xanana?
The process begins with an initial consultation to understand your financial situation and goals. Xanana will then develop a tailored financial plan, implement the strategies, and provide ongoing reviews to ensure you stay on track.
What can I expect from a consultation with Xanana Smith?
During a consultation, you can expect a thorough discussion of your financial circumstances, a clear explanation of potential strategies, and a collaborative approach to developing a plan that aligns with your goals.
Is Xanana Smith ASIC-registered, and what does that mean?
Yes, Xanana Smith is an ASIC-registered financial adviser. This means she is authorised to provide financial advice and is regulated by the Australian Securities and Investments Commission, ensuring she meets certain standards of competence and ethical conduct.
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