Following the latest Government announcement that Victoria is going into its Sixth lock down for 14 days starting from 6th Aug 2021, we will be back to the office on 24th Sept 2021 dependent on the Government's newest decisions.
Any urgent issues please ring 0402 895 593 directly.

Our Professional Network

we provide the solution for asset management

SMART Financial Advisory works in consultation with other professionals to provide our clients with the best opportunities and service to achieve their goals and objectives.

“Zimsen Partners Pty Ltd”

Director – Terry Zimsen

www.zimsenpartners.com.au

Zimsen Partners is a Melbourne based advisory firm that provides you with excellent business and accounting solutions. They are specialised in accounting, taxation, superannuation, domestic and international business planning. They take time to understand your business, so that they can provide you with the best budgeting and financial advice. They follow the highest level of ethical standards to help your business grow in this competitive age.

“I have known Pallavi for 2 years now and we have been working together so well.

I am absolutely impressed with her service in the financial planning area – what really amazes me was the amount of time she spent on listening to the clients’ needs and analyzing their individual circumstances in order to provide the best professional recommendations to help client achieve their goals.

Her professional, ethical and caring demeanor has earned my trust and respect; I am confident that Pallavi is developing her business for the long term because she always has client’s best interest at heart.

It has been fantastic 2 years working with her and I believe there are many more years to come. I would gladly recommend Pallavi and Smart Financial Advisory whenever possible.”

– Zimsen Partners PTY LTD, Dancy He,

“Unique Tax Solutions Pty Ltd”

Director – Hilary Taylor

 

Unique Tax Solutions is a family owned business, and specializes in providing you with an Exceptional Tax and Accounting services.

Their Priority is working with you to minimise your tax, be compliant, maximise your wealth and achieve your goals.

Their services range from: Tax Planning, Lodgement of Tax returns for Individuals, Small, Medium and Large Business, Expert Bookkeeping and Accounting Services, Preparation and lodgement of Business and Instalment Activity Statements, Preparation and Lodgement of PAYG Summaries, and prior year returns.

“As a professional Tax Consultant, over the years I have dealt with a number of Financial Planners and referred many of my clients. Although they were happy with what advice they got, I still felt that they needed more.

Honestly, I am glad to say that the clients I have referred to Pallavi to date have all been fully satisfied with the advice and directions she has given them.”
– Unique Tax Solutions PTY LTD, Hilary Taylor

“Bayside Business Accountant”

Francois Visser CA(ANZ) CA(SA)

 

https://www.baysideaccountants.com.au/

BBA speak your language and strive towards enabling small business owners to achieve their lifestyle goals and ambitions. They provide individual and business accounting, auditing, taxation services as well as property investment and self managed super funds advice. Francois Visser CA, and his team of dedicated and highly skilled professionals are ready to help you navigate Australia’s complicated tax system.

“Your Local Accountant – Glen Waverley”

Colin Cheng CPA

 

http://www.ylaservices.com.au/

Your Local Accountant Glen Waverley is a one-stop shop which has centralised accounting and financial management services. They provide a wide range of value added services including Taxation, Accounting & Business Services, Loans, Refinancing, Investment Advice, Retirement Planning, Insurance and Superannuation.

Clients’ Testimonials

  • Thank you so much Pallavi and Erika for your work in these difficult times! Much appreciated.

    Samuel Beckham
  • Amazing service from very light people with positive attitude

    Natasha Marchev
  • Plalavi is very approachable and understanding and very thorough in her work.

    I was very impressed with her professionalism and her handling of my situation. Especially now in this current financial crisis, Pallavi has been very quick to monitor and stay on top of the situation for her clients.

    Well done and i have no hesitation in recommending anyone to use her professional services.

    Neil Raslan
  • I would like to extend my thanks for your professionalism in what must be an extremely difficult time for you at work. I have noted the change of my fund strategy to a conservative cash saver earlier this month. I am very happy with your decision to do this.

    Samuel Beckham
  • I have been a client Smart Financial Advisory for 16 months now and am pleased to recommend their services. In just a short time the investments they suggested to me have returned a very good result. I also like the way they keep me fully informed, any emails or telephone calls are always promptly attended to

    Thomas and Judith Carroll