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.
"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.
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