Jerome Smith, CFP®

Name Jerome Smith CFP®
Company Sovereign Financial Group Pty Ltd atf M:Compass Unit Trust
Address Suite 2.01, Level 2 789 Toorak Road
Hawthorn East, VIC 3123
Phone 03 96299223

I have over 20 years experience in the financial planning industry and am a founding partner of Sovereign Financial. I have a genuine passion to help people, especially those looking to secure themselves a better future. My expertise lies in investment and portfolio management, retirement preparation and planning strategies, estate planning and superannuation. Since 1998 I have gained extensive experience in the Self-Managed Superannuation Fund sector. My focus always is on getting the best outcome for my clients. I am an accredited aged care professional and am always striving to broaden my experience so that my clients can benefit from my knowledge and guidance.

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