Kurt Smith

General Manager – Wealth and Financial Planning

With over 18 years of experience in the industry, Kurt has a wealth of knowledge and expertise to our team. His impressive resume includes previous experience with ING Wealth Management, ANZ Global Wealth and Private Banking, Principal at Yellow Brick Road Wealth Management, and most recently CEO of Make Your Mark Investments. He is also presently a course assessor for the Sustainable Finance Programme at the University of Cambridge.

Alongside his wealth of experience, Kurt has a Bachelor of Business (Economics), SMSF accreditation, an Advanced Diploma of Financial Planning, a Diploma of Financial Planning, a Certificate IV in Financial Services, a Certificate IV in Finance and Mortgage Broking, and is currently completing a Master of Environmental Science and Law.

Passionate about helping clients achieve their financial goals, Kurt’s approach combines excellent performance with simple, scalable strategies. He is a talented financial advisor, providing comprehensive wealth planning services to individuals, families, and businesses, with expertise in wealth creation, investments, self-managed superannuation, and property strategies.

As General Manager, Kurt is the driving force behind our wealth and financial planning business, overseeing day-to-day operations, managing our team, and developing strategic plans. He also serves as a representative of our business to the public and other stakeholders.

Kurt’s dedication to delivering quality advice while upholding the highest ethical and professional standards makes him a highly respected figure in the industry.

If you’re looking to shape your future wealth and understand the solutions available to achieve your goals, Kurt is the person to talk to.