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SMARTIN Financial Services

SMARTIN Financial Services

5.0(20 reviews)See reviews ↓·Sunshine Coast

About the company

SMARTIN Financial Services is a financial advisory and planning practice on the Sunshine Coast that has been operating since 2009. Shane Martin is the Owner and Director. Shane Martin is a Qualified Financial Planner and a member of the FPA. He holds a Cert. IV Financial Services (Finance/Mortgage Broking) and a Dip.

Financial Services (Financial Planning), and is registered as a Tax (Financial) Adviser with the Tax Practitioners Board. SMARTIN Financial Services is FAAA and AFCA certified and licensed. The practice offers a free initial consultation. Services include superannuation, personal insurance, tax, and investments.

What customers say

Based on genuine customer reviews

Sunshine Coast clients of SMARTIN Financial Services return to Shane Martin for guidance across superannuation, personal insurance and home loans. Reviewers repeatedly mention the longevity of their relationships with Shane, with several describing dealings spanning ten, fifteen or even eighteen years, and many highlight how his advice is shaped by taking the time to understand each client's family and circumstances. Customers new to the Australian superannuation system describe his explanations of super and investments as clear and easy to follow, and note that he and his team remain available for further questions as needs change.

The wider team is described as helpful, friendly and professional, with communication kept consistent for clients who are travelling or otherwise unable to attend in person. Accounts of insurance and home loan arrangements point to a smooth, well-organised process, and some clients credit the planning they received with carrying them through serious health setbacks. Long-term financial planning, retirement positioning and ongoing investment management come through as the work clients value most.

Insurance brokerSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

KM
Kerrie McDonald9 April 2026

I highly recommend Shane. He has been been giving amazing financial advise to us for about 18 years. I value his honesty and professionalism. It helps that he has a friendly and warm personality and an absolute delight to work with.

A
Andrew30 October 2024

Shane was very proactive in solving a problem I had experienced with the incorrect cancellation of my income protection policy by the insurance company. He liaised with the company and they were able to restore my policy without having to redo all of the paper work or provide medical details again. Great work Shane!

RW
R Williams19 August 2024

I’ve been with SMARTIN Financial Services for a year now and I can honestly say that I can would recommend them to anyone looking to maximise their financial future at any level. Im someone who is from a blue collar background and I’ve always been very cautious when it comes to financial advise. I’ve found Shane and his team to be professional and accomodating when communicating to customise a personal financial plan to suit my family. Plus the ongoing support to put us on a path to manage and maximise our financial future. Long story short , I can recommend having a chat to SMARTIN Financial, I’ve learned so much already, because what you don’t know you don’t know. RW

VM
vanessa Maier1 August 2024

We have known Shane for over 10 years and we've trusted his advice to help us with insurance and super. We never thought we'd need it more than when we faced two life changing health issues. If it wasn't for the insurance that Shane advised us to get, we'd be struggling financially. His advice was what kept us afloat until the health issues got better. We can't say enough good things about Shane! Thank you so, so much.

FR
Finian Ralph30 December 2023

I sought advice from Shane regarding super and personal investments. Being from the UK I was unfamiliar with the world of super and also new to investments. Shane provided comprehension and digestible advice, and was always happy to further explanations or guidance, when needed. The whole process was smooth, tailored and personable and I look forward to a continued relationship with Shane for financial management.

LB
Lucas Better14 July 2023

Shane has given us invaluable support and advice for the better part of a decade. He is personable and genuinely committed to our financial needs. Legend.

FP
Fiona Powell7 June 2023

A game changer! Shane has been integral in his advice for my finances, and achieved more in the past year than I have been able to in the past 10 years by myself. Highly recommend using Shane and his team.

Financial advisers & planners in Sunshine Coast compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sunshine Coast are compared.

RankProviderRatingReviewsOpen Sat.
1SMARTIN Financial Services (this page)★ 5,020No
2Direct Wealth - Financial Advisor Sunshine Coast★ 5,026No
3Dalton Financial Partners★ 5,0124No
4Stream Financial - Sunshine Coast Financial Adviser★ 5,0121No
5MB Financial Group★ 5,0195No
Contact
+61409514059www.smartinfinancial.com.auM3-25/123 Parkyn Parade, Mooloolaba QLD 4557
Working hours
Monday08:30–17:30
Tuesday08:30–17:30
Wednesday08:30–17:30
Thursday08:30–17:30
Friday08:30–17:30
SaturdayClosed
SundayClosed