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. This list offers clients and advisers a unique guide to the leading practitioners in the sector.

In 2020, Smith Coffey is proud to announce our very own Stephen Jones joins this prestigious list at #72.

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

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

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

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) that 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 issues in Australia.

Whether it’s help setting up your first practice, maximising the returns on your existing practice, navigating insurance options, purchasing or upgrading your home, or 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.

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!