Financial Planner -
Jacqueline has over 20 years experience in the financial services industry with 10 years spent working as a senior Financial Planner with Suncorp Bank. Her experience is complemented by an Advanced Diploma of Financial Planning. Jacqueline specialises in Superannuation, Retirement Planning, Investment advice and maximising government benefits.
"I am a 70 year old widow, and what a happy day it is when Jacqueline Smith of Sun Private Wealth telephones to arrange an appointment, so we may discuss management of my finances for another year! I totally rely on her expertise and eagerly accept her excellent advice. Even though my funds are meagre, she makes me feel as if I am a very important client. She has the ability to put me at ease when deciding investments etc. How one finds such a treasure I do not know. I inherited her! She has a great personality, is really approachable, listens to what I have to say, and comes to my home instead of me having to trudge to her office. She is of strong character and is hugely capable in her chosen field of finance. Five stars!"
Moragh J.C
"I have been a client to Ms. Jacqueline Smith for approximately 10 years. Jacqueline devised my investments up to my retirement which then became my superannuation plan. Not being astute to financial planning but being conscious of wanting protection of my investments her quintessential advice was paramount to the faith I have in her ability to guide and satisfy my uneasiness that was happening in world share markets of the day I would advise any of my friends and family to procure her services which she so diligently performs and has the capacity to make you feel that you are the most important client."
Sandra D - B.A. (psy.), Dip Ed.