Smith Coffey’s Stephen Jones joins The Top 100 Financial Advisers in Australia list

Western Australian financial adviser to medical practitioners in Australia’s Top 100

Every year, US financial investment publication Barron’s and The Australian’s business magazine The Deal present Australia’s comprehensive list of financial advisers. The Top 100 Financial Advisers in Australia is based on an exhaustive, national survey that takes into account the client assets managed by the adviser, the fees and revenue that their business generates, and the quality of the adviser’s organisation. This list offers clients and advisers a unique guide to the leading practitioners in the sector.

In 2020, the ranking was published for its fourth year and Smith Coffey is proud to announce our very own Stephen Jones joins this prestigious list of top financial advisers at #72.

Stephen Jones and Smith Coffey

Stephen has been with the firm since 1995 providing accounting, financial and consulting advice to the medical and dental industry.

Having initially spent time in Smith Coffey’s accounting division, Stephen moved divisions in 2000 to leverage his expertise in financial services. As a Senior Financial Consultant, he has spent the last two decades providing expert financial planning advice to medical and dental professionals, helping them manage, grow and protect their wealth. Stephen’s recognition as part of this distinguished list is a testament to his 21 years of industry experience and the quality of service delivered to our clients, which has helped so many of them realise their financial potential.

Financial planning and wealth management with Smith Coffey

At Smith Coffey, our client-first philosophy and focus on financial advice for medical professions have helped define us as one of Australia’s leading financial planning organisations.

Qualified professionals

Rather than receiving generic tax or financial advice, our clients speak with qualified Certified Practising Accountants (CPAs), Chartered Accountants (CAANZs) and Chartered Tax Advisers (CTAs) who are experts in accounting for doctors and medical professionals alike. In addition to accounting qualifications, our consultants are also qualified to provide Financial Planning advice. This places our consultants within the top 1% of the profession that is authorised to advise on all tax and accounting matters in Australia.

Financial planning for all career stages

Whether you need help setting up your first practice, maximising the returns on your existing practice, navigating insurance options, purchasing or upgrading your home, optimising your wealth management and growth, or engaging tax and accounting services, Smith Coffey understands your industry and unique financial needs. We also offer advisory services to doctors and dentists in training to help get them started on the right foot financially.

Chat with our expert financial advisers

If you believe you’re ready to take the next step in securing your financial future, we encourage you to get in touch with our team of passionate and dedicated professionals today. Find out why it makes a difference working with a specialist medical accounting practice, and start prioritising your hard-earned wealth.

Your first consultation is on us!