Meet the team

Kevin Smith

FCA BSc

Principal Financial Advisor

Kevin Smith has obtained a wealth of knowledge and qualifications within the financial services industry over the past three decades.

Kevin is a Fellow of the Chartered Accountants Australia and New Zealand. Kevin has worked with KPMG in London and Sydney offices (specialising in superannuation). In 2026 Kevin merged his business, The Professional Super Advisers with Allied Wealth.

Since 1994, Kevin has obtained impressive and extensive tax and investment experience in the investment management industry. This includes:

Head of Technical Services at Rothschild Australia Asset Management
Director of Technical Services at BT Financial Group.
Director and Chairman of Rothschild Australia Staff Superannuation Fund (2000 to 2002).
Co-author of the BT Super Book (a leading superannuation publication used by the industry).

Kevin was a founder member of the CAANZ SMSF Superannuation Committee in 2010.

Kevin was also a founder member of ASICs Financial Adviser Consultative Committee in 2017.

Client Reviews

  • Dane R

    I’ve been working with Chris from Allied Wealth since they opened in 2020 and have been very impressed with his guidance given my somewhat muddled structure. During our time working together Chris has taken on a number of projects in order to rectify some legacy issues I have faced which have involved an ATO Private Ruling and OSR Stamp Duty exemption. At every step of the way Chris has gone the extra mile to ensure my strategy and structure are as robust as possible – even if that does involve significant time. I have and do happily recommend Chris and the team at Allied Wealth.

    RM

    I’ve been working with Chris and Allied Wealth since 2020 after searching for an adviser who could provide a truly holistic service for my wealth management needs. Allied Wealth’s ability to be completely independent and provide advice in my best interests (rather than their own) whilst working in tandem with my other advisers has resulted in an outcome that I’m very happy with

  • Alex M

    Chris has advised me for over 5 years. He has helped me structure my superannuation and other affairs tax efficiently while ensuring my estate planning met my objectives. He found low fee investments which achieve good returns for me and we meet regularly to track their performance. Always ready to pick up the phone for an ad hoc chat, Chris is a good communicator who always provides professional, well researched advice. I have been very happy with the service.

    FC

    As a person with only basic knowledge of the financial sector, I have been grateful over the years for the unfailingly timely and professional advice provided by Allied Wealth. In particular, I have appreciated the personal touch which a small but highly professional financial advice firm can bring to the relationship.

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