SAPEPAA Certified Advisers
Shannon Smit
Founding Director & Financial Adviser
At Smart Private Wealth, 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.
Kerrie O'Leary
Chartered Accountant
Kerrie grew up in Adelaide and spent his early years participating a wide variety of Sports. He studied Accounting and worked for public practice firms in Adelaide before moving to Port Lincoln.
Kerrie has expertise in being the primary adviser for his clients particularly for primary producers.
Bianca Carroll
Financial Adviser
At Smart Private Wealth, 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.
Graham Leslie Robertson
Director, Founder
Graham has over 40 years of experience in accounting with a particular interest in SMSF, business advice, tax compliance, estate planning and asset protection. His classic and warm style of customer service is backed up with the efficiency of modern accounting technology and absolute current industry knowledge. His aim is to provide advice that is not conflicted and exceeds expectations.