Our Professional Network
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
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)
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
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.
“Your Local Accountant – Camberwell”
Scott Adams CPA
Scott Adams is a CPA and At Your Local Accountant Camberwell Scott and his team are more than just numbers. Helping individuals, small and medium businesses plan their tax and manage their finance better is something they are passionate about and committed to. They monitor their progress by ensuring that you attain your financial goals in business and in life. With their wide-ranging services, they can assist you with income tax preparation, financial and management accounting services, as well as home and business loans and financial planning.
We deliver true results, focusing on strategic decisions and practical actions tailored to our clients' unique reality. We engage all levels of an organization from day one.
I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.
Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.
I would like to thank Pallavi Mahajan and her associates for all their help setting up my transition to retirement they did a fantastic job with minimum fuss...
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 what..
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..
I was referred to Smart Financial and am a current client. The professionalism & knowledge of the team led by Pallavi has seen my financial position tailored – what..