We provide independent financial advice to help you build wealth, to spend on the people and things that are important to you.
At Smythe Financial Management, we’re a lot like you. When it comes to financial advice we demand and expect independence, transparency, and a comprehensive service from the people we deal with. So we offer no less to our clients. It’s that simple..
Ben Smythe B.Ec, M.Com, GradDipTaxFinPlan
Ben is the Managing Director of Smythe Financial Management, and is one of 2 Financial Advisers in the firm. He is married to Gillian, and they have 3 energetic boys (ages 11, 8 and 6), a dog, a cat and some chickens. In between work and family time, Ben squeezes in as much sport (including as a spectator) and exercise as possible.
Diana works with Ben and also acts as a Financial Adviser. She is a certified financial planner (“CFP”), and has vast experience in the financial advice industry, having previously worked with AMP, IPAC and other smaller boutique financial planning firms.
Melinda closely supports Ben and Diana, and manages all client service tasks, including the implementation of any financial product recommendations. Melinda has previously worked as a Financial Adviser both in a small practice and also with ANZ.
Your first contact will generally be with Hayley. Hayley acts as the Office Manager, and her job is to make sure we meet the needs of our clients in line with their expectations (and always with a smile on her face).
Gillian is a Chartered Accountant and provides Smythe Financial Management with accounting and administration support. She also manages the growing army of hungry mouths to feed in the Smythe family.
- SMSF Specialist Adviser (“SSA”) – SMSF Association
- Chartered Tax Adviser (“CTA”) – The Tax Institute
- Independent Financial Advisers Association of Australia (“IFAAA”) – Gold Standard of Independence™ Practising Member.
- Tax (Financial) Adviser – The Tax Practitioners Board (“TPB”)
- Financial Planning Association of Australia – Certified Financial Planner
“Ben is highly professional and reliable… His recommendations have been consistent and the fact that he regularly checks in with me in regards to my goals is very reassuring. He has never recommended me to take an action that contradicts our plans.”
– Tracy Davidson, Sydney, NSW
“Ben looks at the situation and removes the complication from decisions. Intelligent, quick to understand the situation and provides expert advice that you can trust implicitly.”
– Linley Barden, Sydney, NSW