Kevin Smith has obtained a wealth of knowledge and qualifications within the financial services industry over the past three decades.
Kevin is a Fellow of the Chartered Accountants Australia and New Zealand. Kevin has worked with KPMG in London and Sydney offices (specialising in superannuation).
Kevin Smith’s Extensive Tax and Investment Experience
Since 1994, Kevin has obtained impressive and extensive tax and investment experience in the investment management industry. This includes:
- Head of Technical Services at Rothschild Australia Asset Management
- Director of Technical Services at BT Financial Group.
- Director and Chairman of Rothschild Australia Staff Superannuation Fund (2000 to 2002).
- Co-author of the BT Super Book (a leading superannuation publication used by the industry).
Kevin Smith received Distinctions in 3 of 4 subjects in the Certified Financial Planning exams (issued October 2004).
In 2003 Kevin was named in the Top 50 Honour Roll in Personal Investor Masterclass Financial Planning and then served on the panel of exam setters.
Kevin has extensive experience in the area of providing financial advice for individuals since 1997.
The Professional Super Advisers was established as an independent advisory firm in January 2008.
Kevin was a founder member of the CAANZ SMSF Superannuation Committee in 2010.
Kevin was also a founder member of ASICs Financial Adviser Consultative Committee in 2017.