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Mike Coffey
Senior Financial Consultant And Principal at Smith Coffey
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Work Experience
Senior Financial Consultant And Principal
1973 - Present · 51 years and 11 months
Company Details
51-200 Employees
True long-term growth and security is the result of a co-ordinated and balanced approach across all financial disciplines. That’s why at Smith Coffey we deliver a synchronised plan that covers everything from tax and accounting to investments to insurance and estate planning. It’s designed to help you meet your personal and business goals. And ensure you make the best possible decisions for the best financial outcome. It’s not uncommon for people to have a Bank Manager, Stock Broker, Insurance Agent, Accountant and Financial Planner – all providing independent advice on the current critical events in your life. But how often do they communicate with each other to ensure the information they give you is right for your greater financial position, now and in the future? It is our aim to be your “financial architect” and provide solutions to the many and varied financial issues that you might face throughout your lifetime. As a consequence you can focus on your career, family and social life. And so make every day a truly great one. Disclaimer: Content posted here contains general advice that has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.
Year Founded
1972
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
20 Nicholson Rd Subiaco, WA 6008, AU
Keywords
Tax and AccountingInsuranceFinancial PlanningFinancePortfolio ManagementEstate Planningand Retirement Planning
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