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About Simon Smith

Simon Smith is an Authorised Representative of Guardianfp Ltd trading as Guardian Financial Planning ABN 40 003 677 334  Australian Financial Services Licence No 237641.

Simon Smith is the trustee for the Wealthtrak Unit Trust [ABN 39302769667]

Wealthtrak Financial Solutions is the trading name for Wealthtrak Unit Trust. (est.1995).

Simon Smith (Dip FS)

 

 Simon Smith image

Simon Smith is Wealthtrak's financial adviser. Simon has 20 years experience in the financial services industry. Please see Simon's adviser profile.

Simon has a Diploma of Financial Services.

According to industry standards and as a requirement of Simon's licence with Guardianfp Ltd, he must complete Professional Development training on a regular basis throughout the year.



With access to all the life insurance companies in Australia we are confident of finding the best solution for your situation and needs. Some of the products we use are term insurance, total and peramanent disability insurance [TPD], Trauma or Critical Illness insurance, income protection insurance, business expense insurance, risk under superannuation.