The Smarter Financial Difference
Based in Port Macquarie, Smarter Financial brings a unique, holistic approach to your goals and aims to provide exploratory solutions. Here at Smarter Financial, we’re a small but growing company—we have exceptional staff who bring with them a myriad of expertise and we are all passionate about our jobs.
Assisting clients all over the Mid North Coast, our skilled and experienced team come to work so that we can assist our valued clients to better their financial future. Although located in Port Macquarie, we are also able to assist clients via satellite offices in Wauchope and Taree.
Director & Senior Financial Planner
Lee commenced with the industry in 2000 and has been offering financial planning advice since 2004. Lee can provide you with professional advice and tailor a package to suit your needs.
Lee has extensive knowledge on budgeting, goal setting, savings and wealth creation strategies. He can provide guidance to Investment planning, Pre-retirement, Retirement, Superannuation, Centrelink and Risk and Insurance Analysis.
Lee is an Authorised Representative of LFG Financial Services Limited, has an Advanced Diploma in Financial Planning and is undergoing his Graduate Diploma of Financial Planning.
Lee Riske is also a member of the Association of Financial Advisers (AFA).
Lee is married with four children and enjoys playing rugby union and basketball.
Director & Senior Financial Planner
Ashley has been a Financial Planner since 2003, helping many people reach their financial goals. Ashley predominantly specialises in assisting pre retirees and retirees achieve their desired lifestyle ambitions. Ashley also assists with wealth builders ensuring that they have adequate protection so that they can maintain their lifestyle in the event of illness or injury.
Ashley has extensive knowledge in relation to Centrelink, Superannuation and Retirement incomes. In addition, understanding and determining appropriate levels and types of Personal Risk Insurance.
Ashley is an Authorised Representative of LFG Financial Services Limited. Ashley has a Bachelor of Business (Financial Planning) and has also obtained the CERTIFIED FINANCIAL PLANNER® designation.
Ashley is married with one daughter. He enjoys spending time with his family, riding his bike or training for triathlons.
Client Liaison Officer
Julie has over 30 years experience in Customer Service & Business Administration within the Banking & Finance industry and carries out a variety of duties in her role as Client Liaison Officer.
Julie assists the advisers & clients to ensure that all administration and queries are handled efficiently & professionally.
Julie is married with one daughter. Outside of work, Julie enjoys spending time with her family, reading and crafting.
Tamara Forster is a Para Planner who prepares complex documentation and carries out experienced research for advisers. Tamara has a Diploma in Financial Planning.
In her spare time away from the office, Tamara enjoys being in the outdoors.
Tim first provided financial advice prior to the Global Financial Crisis in 2006.
Tim is passionate about people and finance and believes he has a unique skill in educating and guiding his clients through the various stages of wealth creation and retirement planning.
He has extensive experience in retirement income, Centrelink, income streams and managed investments. Tim has a passion for making the complex superannuation and retirement fields simple and easy to understand, allowing his clients to have confidence in their retirement goals and objectives.
Tim has an Advanced Diploma in Financial Planning and has passed the FASEA professional exam for financial planning.
Tim is a father of four children and likes to spend time camping and competing in triathlons.