Jacinta Smithers

AR No. 1283928

Advisor Profile
Financial planner Gold coast ballinaFinancial planner Gold coast ballinaFinancial planner Gold coast ballina
Financial planner Gold coast ballinaFinancial planner Gold coast ballinaFinancial planner Gold coast ballina

I hold a Master of Financial Planning and have completed specialist training in Self-Managed Superannuation and Aged Care advice. I provide strategic financial recommendations tailored to each client’s unique circumstances—covering superannuation, investments, retirement planning, and wealth protection.

I’m committed to ongoing education and professional development, which allows me to stay up to date with the latest strategies and ensure my clients receive the most informed and effective advice possible.

Outside of work, I enjoy walking and spending time at the beach

I am an authorised representative of Alliance Wealth Pty Ltd, authorised to provide advice and services in the following financial services and products:

  • Superannuation
  • Pensions & Annuities
  • Self-Managed Superannuation Funds (SMSF)
  • Retirement Savings Accounts
  • Cash & Term Deposits
  • Managed Investments
  • Investment Bonds
  • Exchange Traded Products
  • Government Debentures
  • Listed Securities (shares & other products)
  • Life Insurance
  • Total & Permanent Disability Insurance
  • Trauma Insurance
  • Income Protection Insurance
  • Gearing
  • Aged Care
  • Centrelink / Veterans' Affairs Assistance
  • Business Insurance
  • Insurance Claims Assistance
  • Budgeting and Cashflow Management
  • Debt Management

our services
Financial planner Gold coast ballina

Aged Care Planners

Are you exploring aged care options and feeling concerned about your finances? The read more to learn about the quality aged care advice we provide.

Financial planner Gold coast ballina

Self Managed Super Fund Advice

Wanting to take control of your destiny and futureto see how you can do this and how we can help.

Financial planner Gold coast ballina

Personal Protection Advice

Wanting to know which personal protection advice you need? Then read more to learn about the four main areas of protection to find the one that suits you.

Financial planner Gold coast ballina

Business Protection Advice

Want to learn how to protect your business if something happens to you? Then read more to learn on what to do in the event of something happening to you or your partners.

Financial planner Gold coast ballina

Superannuation Advice

Want to know how your Super works in a transparent and easily understandable way? Then read more to learn about the advice we provide.

Financial planner Gold coast ballina

Wealth Management

Do you need help achieving your financial goals? Read more to find out how our financial advisors can assist you in managing your finances.

Financial planner Gold coast ballina

Retirement Planning

Retirement planning can be complex with all that needs to be considered. Learn how our experienced financial planners can create the right retirement plan for you.

Financial planner Gold coast ballina

Estate Planning

Estate planning is an important process that everyone should go though. Read more to learn how we work with you to protect your assets in the event of your death.

Financial planners Queensland

Financial planners Northern Rivers

Contact Us Today!

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CLIENT STORIES

What Our Clients Say

"Trish and team are very professional, knowledgeable and friendly.Trish has helped us navigate through the retirement and superannuation minefield. We are so happy and grateful for her advice and would highly recommend her to my friends. Thanks again Trish for taking the time to clearly explain and set us up in the right financial direction."

"I found Trish Carter and Holly to be attentive and thorough with their knowledge. I enjoyed our meetings and would recommend their services."