About Us

Smart Wealth Financial is a licensed financial advice firm based in North West Sydney, providing clear, personalised financial advice to individuals and families who want confidence and direction in their financial decisions.

We specialise in helping clients make informed choices across areas such as investing, retirement planning, superannuation, personal insurance, and cash flow management. Our focus is not on products or quick fixes, but on providing structured advice tailored to each client’s circumstances.

We primarily work with clients in the Hills District and surrounding suburbs, including Norwest, Bella Vista, Kellyville, Baulkham Hills, Castle Hill, Glenhaven, Rouse Hill, Dural, and nearby areas. We also work with clients outside the region where appropriate.

Rupa Tamaschke (Principal Financial Adviser)

Rupa is a qualified and experienced financial adviser with a strong background in both finance and law. She holds multiple financial planning qualifications, as well as degrees in commerce and law, and was admitted as a lawyer to the Supreme Court of New South Wales in 2012.

Rupa established Smart Wealth Financial in 2018 after working with several financial advice firms. She is known for her thoughtful, detail focused approach and her ability to guide clients through complex financial decisions with clarity and confidence. Having grown up in the Hills District, Rupa has a strong connection to the local community.

Qualifications

Advanced Diploma of Financial Services (Financial Planning) via Kaplan Professional.
Diploma in Financial Services (Financial Planning) Via Kaplan Professional.
Bachelor of commerce (Accounting) from University of Western Sydney.
Bachelor of Laws from University of Western Sydney.
Diploma in Legal Practice.
Rupa has been admitted as a Lawyer to the Supreme Court of NSW in 2012.

Paul Tamaschke (Principal Financial Adviser)

Paul has been a financial adviser in Australia since 2003 and brings over two decades of experience advising clients across a wide range of financial situations. He is a Certified Financial Planner® and a member of the Financial Advice Association of Australia.

Paul has worked with several leading financial institutions in Sydney and is valued by clients for his ability to simplify complex financial issues and help them make confident, well informed decisions aligned with their long term goals.

Qualifications

Paul has been a Financial Adviser in Australia since 2003 and is highly experienced.
Certified Financial Planner® and a member of the Financial Advice Association of Australia.
Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia.
Advanced Diploma in Financial Services (Financial Planning)
Bachelor of Science from the University of Queensland
Bachelor of Arts from the University of Queensland.

How We Work

At Smart Wealth Financial, we believe good advice starts with understanding. Our process begins with a structured discovery call to determine whether professional financial advice is appropriate for your situation and whether we are the right fit to work together.

We limit the number of clients we work with so we can provide considered, ongoing advice rather than transactional recommendations.

Next Steps

If you would like to explore whether financial advice makes sense for you, the first step is to book your discovery conversation via Zoom.

Considering Financial Advice?

Start with an initial discovery conversation of up to 30 minutes via Zoom or phone to see whether it makes sense to work together.

This conversation helps us understand what you are looking for, explain how we work, and determine whether professional advice is the right fit for your situation.

If appropriate, we will outline how we can help and the next steps from there.

What we cover

• Your situation at a high level
• What you are hoping to achieve
• How our advice process works
• Where professional advice may add value
• The next steps if it makes sense to proceed

Book a Discovery Conversation

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

How do I get started?

The first step is to book an initial discovery conversation via Zoom or phone.

This is a conversation of up to 30 minutes where we discuss your situation at a high level, explain how we work, and help both of us decide whether it makes sense to proceed.

If appropriate, we will outline how we can help and the next steps from there.

How can I check that you are authorised to provide personal financial advice in Australia?

All financial advisers in Australia are required to be listed on ASIC’s Money Smart financial advice register. You can search our names there to check. Important: Before receiving personal financial advice from anyone please check that they are listed on ASIC’s Money Smart financial advice register.

How will I benefit from getting financial advice from Smart Wealth Financial?

The value of financial advice depends on your circumstances, but our role is to provide clear, structured guidance tailored to your situation. You will work with a qualified, experienced, and authorised financial adviser who helps you make informed decisions, avoid costly mistakes, and bring clarity to complex financial issues.

Our advice is designed to give you confidence in your strategy and direction, particularly as your financial decisions become more important over time.

services

Retirement Planning

Personal Insurance Advice

Superannuation Advice

We can help you to plan for your retirement financially. Whether you are 20 years from retirement to if you already are retired, we can advise you. This will help to make the most of your situation and set you up well for your retirement.

Retirement Planning >>

Superannuation Advice

Personal Insurance Advice

Superannuation Advice

Superannuation is a major and important asset for a lot of Australians. It can be a fantastinc vehicle to grow your wealth. However, it also requires expert advice to navigate and make the most of it. We are experts and can help you.

Superannuation Advice >>

Personal Insurance Advice

We can help you in the areas of Life Insurance, Income Protection insurance, and Disability insurance. We can expertly advise you to make sure you and your family are financially protected in the case of unexpected death, injury, or illness.

Personal Insurance Advice >>

Investment Advice

Cashflow and Budgeting

Personal Insurance Advice

Investing wisely is a very important part of wealth creation and wealth management. At Smart Wealth Financial we focus on ensuring your money is invested excellent investments, both in Australia and around the world.

Investment Advice >>

Cashflow and Budgeting

Making the most of your cashflow is a foundation of wealth accumulation and management. We take the time to understand your cashflow to make sure you are on good foundations to meet your goals.

Cashflow and Budgeting >>

Smart Wealth Financial

Suite 44, 11-13 Brookhollow Ave, Norwest NSW 2155

02 8814 1918

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 is a Corporate Authorised Representative of Smart Financial Services AFS Licence Number 542371

About Us

Rupa Tamaschke (Principal Financial Adviser)

Paul Tamaschke (Principal Financial Adviser)

Considering Financial Advice?

What clients say about working with Smart Wealth Financial

Frequently Asked Questions

services

Retirement Planning

Personal Insurance Advice

Superannuation Advice

Superannuation Advice

Personal Insurance Advice

Superannuation Advice

Personal Insurance Advice

Personal Insurance Advice

Personal Insurance Advice

Investment Advice

Cashflow and Budgeting

Personal Insurance Advice

Cashflow and Budgeting

Cashflow and Budgeting

Cashflow and Budgeting

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