|Jerome Smith CFP®
|Sovereign Financial Group Pty Ltd atf M:Compass Unit Trust
|Suite 2.01, Level 2
789 Toorak Road
Hawthorn East, VIC 3123
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.