Smith Coffey
True long-term growth and security is the result of a co-ordinated and balanced approach across all financial disciplines. That’s why at Smith Coffey we deliver a synchronised plan that covers everything from tax and accounting to investments to insurance and estate planning. It’s designed to help you meet your personal and business goals. And ensure you make the best possible decisions for the best financial outcome. It’s not uncommon for people to have a Bank Manager, Stock Broker, Insurance Agent, Accountant and Financial Planner – all providing independent advice on the current critical events in your life. But how often do they communicate with each other to ensure the information they give you is right for your greater financial position, now and in the future? It is our aim to be your “financial architect” and provide solutions to the many and varied financial issues that you might face throughout your lifetime. As a consequence you can focus on your career, family and social life. And so make every day a truly great one. Disclaimer: Content posted here contains general advice that has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.
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Verified contacts
27
available on Kipplo
LinkedIn employees
38
51 to 200 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
1
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
27 contacts with verified email or phone · masked until revealed.
- SJ
Stephen Jones
Principal · General Business & Management
EmailPhone - KS
Kristine Smith
Client Services Manager · Customer/Client Service
EmailPhone - MP
Marcus Parkinson
Senior Accountant · Finance & Accounting
EmailPhone - MW
Matthew Wheatley
Information Technology Manager · Information Technology
EmailPhone - SM
Sarah Morris
Team Leader · General Business & Management
EmailPhone - BC
Brodie Chalwell
Financial Services Consultant · General Business & Management
EmailPhone - LF
Liam Fox
IT Support Officer · Information Technology
EmailPhone - MD
Malvieka Dhiman
Intermediate Accountant · Finance & Accounting
EmailPhone - MP
Melissa Partridge
Executive Assistant · General Business & Management
EmailPhone
Showing 9 of 27 verified contacts
Top roles at Smith Coffey
21 distinct titles indexed · top 10 shown.
- 2executive assistant
- 2financial advisor
- 2intermediate accountant
- 2senior financial consultant & principal
- 1accountant
- 1ceo
- 1clerk
- 1client services manager
- 1compliance manager
- 1financial controller
- +11more titles
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