Leaders in the financial services industry, our financial advisors offer specialist advice in wealth creation, debt management, superannuation and retirement planning. The team's experience working with high net worth individuals, particularly medical and dental professionals, is arguably unsurpassed in Australia.

Creating a secure financial future

Smith Coffey is uniquely positioned as a leader in the financial services industry. Our team's knowledge and experience working with medical, dental and high net worth individuals is unsurpassed in Australia.

We understand the importance of helping you identify your future goals and work with you to establish a clear and realistic path to achieve them.

We offer a range of services to help you grow, manage and protect your wealth. Our qualified and experienced advisers can provide strategies for everything from investments, superannuation, estate and multi-generational planning. So when you’re looking for a real financial advantage, you can always look to us.

Making the most of your assets

Whether you're entering the workforce as a young graduate, have an established practice, or want to start planning your retirement, we can help you make the most of your assets:

wealth creation planning
We can help you develop strategies to build and preserve your wealth that are tax effective and in line with your particular circumstances.

debt management planning
We can help you manage your non-deductible debt efficiently and effectively.

superannuation planning
We can help you manage your superannuation to meet your retirement income goals.

retirement planning
We can help you manage your superannuation to meet your retirement income goals.

It's important to get the right financial advice

Financial Advice vs Other Advice

Help when you need it

We are here for the long haul. At every stage in your life and career, you can call on us to help. There will always be someone available to answer your questions and guide you through both opportunities and challenges. If for some reason we cannot talk to you at the time of your call, we will get back to you within 24 hours.

Want to know more?

We'd love to help you with your financial planning. 

Download our Financial Planning fact sheet, then contact us below to book your initial consultation at no cost to you. 

who you'll be having a good chat with

Mike Coffey | Smith Coffey
Stephen Jones | Smith Coffey
Mark Kynaston | Smith Coffey

Mike Coffey

Financial Services Consultant, Principal

Mike is a founding Principal from 1973 specialising in strategic and tactical financial advice.

He holds a Bachelor of Commerce Degree UWA, Member of the Institute of Public Accountants (MIPA) and Certified Financial Planner (CFP).

Mike enjoys golf and skiing and looks forward to new client relationships.

Stephen Jones

Financial Services Consultant, Principal

Stephen has been providing accounting, consulting and financial advice to the medical and dental professions at Smith Coffey since 1995. He holds a Bachelor of Business degree (Accounting), is a Member of the Institute of Public Accountants (MIPA) and is a Certified Financial Planner (CFP).  After spending some time in the accounting division of Smith Coffey he changed divisions and has a role as a Senior Financial Consultant. He is both well qualified and experienced in providing financial solutions to Medical and Dental Practitioners, including the provision of advice in the following areas; tax and accounting, structures, cashflow management, finance, investments, superannuation and personal insurances.

Stephen enjoys spending time with his family, skiing and is an active member of the local Surf Life Saving Club.

Mark Kynaston

Financial Services Consultant, Principal

Mark has 18 years experience in the accounting and finance profession. Mark joined Smith Coffey in 2001 and his role with Smith Coffey is to assist clients by co-ordinating advice in relation to all of their financial needs, including advice on establishment of private practices, tax management and structuring, financial planning, loan finance, superannuation, investments and risk management.

He holds a Bachelor of Commerce (Accounting and Business Law), is a Chartered Tax Adviser (CTA), Member of the Institute of Public Accountants (MIPA) and a Certified Financial Planner (CFP).

Away from the office Mark's three young children keep him busy, and he enjoys going to gym and a morning out in the surf.

Miles Metcalf

Financial Services Consultant, Principal

Miles is a senior financial consultant at Smith Coffey.  He specialises in advising medical and dental doctors on matters such as purchasing a house, finance structuring, cashflow management and practice management issues. Miles has been providing tax, accounting, finance, insurance, superannuation and financial management advice to the medical profession since 1999.

Miles’s passion outside of the office, other than his family, includes keeping fit, getting away on camping trips and snow skiing.