Count Financial Awards spotlight: Smart Private Wealth wins Member Firm of the Year

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Count Financial Awards spotlight:
Smart Private Wealth wins Member Firm of the Year 2023

Mornington-based financial advisory firm Smart Private Wealth was named Member Firm of the Year at Count Financial's national conference on the Gold Coast in April 2023.
The team, which is led by Shannon Smit, won the award which recognises an advisory firm that has displayed outstanding dedication to the financial advice sector, their clients, and the community.

Andrew Kennedy, Chief Advice Officer at Count, said Smart Private Wealth was a deserving winner that stood out in a high-quality shortlist of finalists.
"This award is presented to the firm that has delivered leading advice services and acts as a role model for others in the Count community through their high performance and professionalism. Shannon and the team are standout performers who consistently deliver exceptional outcomes to their clients at a time when financial advice is more important than ever."
Founded in 2015 and located on bustling Main Street in Mornington, Smart Private Wealth is the financial planning division of highly regarded accounting firm Smart Business Solutions.

Shannon Smit and Bianca Carroll, the advisers at Smart Private Wealth, focus on strategies that benefit clients in the long run, looking at what they need right now, as well as looking further ahead to develop a working strategy that suits their needs perfectly.

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