Smart Wealth Financial is a licensed Financial Advice firm located in Norwest Sydney. We provide personal financial advice in the areas of Investing, Superannuation, Personal insurance such as Life and Income Protection Insurance, Retirement Planning, and Cash flow and Budgeting.
We service the Hills district and surrounds including the following suburbs, Norwest, Bella Vista, Kellyville, Baulkham Hills, Castle Hill, Glenhaven, Rouse Hill, Dural, Annangrove, Kenthurst, Pennant Hills, Winston Hills, The Ponds, and Beaumont Hills.
Smart Wealth Financial was established in 2018 by Rupa Tamaschke. Rupa enjoys helping people in Norwest and the Hills to plan their financial future and make smart decisions. She grew up in the Hills and lived here for many years. Prior to Smart Wealth Financial she has worked for a number of financial advice firms delivering financial advice.
Due to the ongoing demand for our advice services Paul Tamaschke joined Smart Wealth Financial as a Financial Adviser in 2021. Paul has been involved in the financial service industry for over 20 years and advising for over 15 years. During this time, he has worked at a number of leading financial institutions within Sydney. Paul enjoys helping his clients to navigate the financial system to achieve their objectives.
Smart Wealth Financial is passionate about helping people in North West Sydney to make the most of their financial situation.
Smart Wealth Financial
44/11 Brookhollow Ave, Norwest, NSW 2153, AU
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The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where necessary, seek professional advice from a financial adviser.
Smart Wealth Financial Pty Ltd ACN 610 561 718 t/as Smart Wealth Financial is a Corporate Authorised Representative of Synchron AFS Licence No. 243313