Hillross

Hillross Albury
Est 1982
533 Kiewa Street, Albury NSW 2640
Hillross Albury is a local Financial Planning business that specialises in relationships in the Albury/Wodonga region, and beyond. We are passionate about helping our clients attain their idea of Financial Freedom. Our fundamental objectives are to help build, manage, protect your wealth, and provide tailored financial planning advice based on your individual needs and situation.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Financial Planning Association of Australia
  • Association of Financial Advisers
  • Institute of Public Accountants
  • SMSF Professionals' Association of Australia
  • Albury Northside Chamber of Commerce
  • Cancer Council Pro Bono Adviser
  • Centrelink Specialists

Areas of
Expertise

Aged care
Self Managed Super Fund
Small business
Superannuation
Transition to retirement

Our Passion as financial advisers is to help people achieve their Idea of Financial Freedom. This is who we are, what we do, what we stand for – this is our purpose.
We help our clients realise their goals and dreams and pursue their best life. It is the reason why we get up every morning – to provide our clients with the Freedom to live the life they choose.
We specialise in relationships and provide sound financial planning strategies and advice.

Tony Smith and Kelly Mitchell are the Senior Financial Advisers of the firm. Tony is a qualified Accountant and Financial Adviser, Kelly holds a Master of Applied Finance (Financial Planning) and Bachelor of Business (Finance). They are supported by five support staff. Our business has been helping clients achieve financial freedom since 1987, providing quality financial advice in the Albury/Wodonga region for over 30 years.

Hillross Albury is an award winning Hillross firm. Our services, products and systems are supported by Hillross. Hillross ensures our technical knowledge and advice is of the highest standard.

At Hillross Albury we have access to a professional network of accountants, solicitors and other specialists to provide a full and comprehensive range of financial strategies and products for our clients.

In August 2020 we joined forces with FM Financial Pty Ltd to create a larger and stronger business. This decision was undertaken with the needs of our existing clients in mind, and we are excited to be part of a professional and progressive practice, which operates under the same client-focused principles. FM Financial Pty Ltd was established in 2004 offering extensive experience and expertise, and has offices located in Melbourne, Burnie, Devonport, Hobart, Launceston, and now Albury. Importantly, the team are very friendly, approachable and relatable to our local community. The entire FM team now consists of 9 planners and 11 support staff to ensure that all your advice needs and enquiries can be met on a timely basis.


Meet our team

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Tony Smith
Senior Financial Adviser

Tony knows that his clients work hard for their wealth. He wants them to think…

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Kelly Mitchell
Snr Financial Adviser

Kelly’s focus is to provide a clear and strategic roadmap for her clients,…

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Liz Smith
Executive Officer
Liz has been part of our Management Team since 2013 and manages our operations,…
Liz has been part of our Management Team since 2013 and manages our operations, including HR, accounts, IT systems, and marketing (media and online presence).
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Kelly Jolley
Reviews Manager
Kelly has been with us since 1988 and is responsible for the management of our client…
Kelly has been with us since 1988 and is responsible for the management of our client reviews program.
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Taylah Golding
Client Services Officer - Admin
Taylah started with us in 2018 and is responsible for administrative and technical…
Taylah started with us in 2018 and is responsible for administrative and technical support for clients and our advisers. Taylah also manages our Centrelink services and SMSF Admin.
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Amy Ellis
Client Services Officer - Business
Amy Ellis started with us in 2018 and is responsible for our lodgements, technical…
Amy Ellis started with us in 2018 and is responsible for our lodgements, technical and administrative support for the business. Amy comes to us with prior extensive experience in financial planning administration.
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Lauren Smith
Client Services Officer - Admin
Lauren rejoined our team in early 2020 and has moved back to the region. She is…
Lauren rejoined our team in early 2020 and has moved back to the region. She is currently studying towards a Diploma in Financial Planning. Her focus is with special projects, assisting Tony, lodgements and day to day client service activities.


Testimonials

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Professional, efficient and supportive
by Kylie Napier | Corinda | Jan 15th 2019

Kelly has reviewed the financial situation with relation to an aged care placement for our father. Her analysis and detailed response has allowed us to make appropriate decisions for his care and understand better the current system including Centrelink likely outcomes. She was professional, efficient and supportive at all times and we greatly value her work.

Highly recommended
by Alyce Nolte | West Wodonga | Oct 23rd 2018

“It was suggested to us that we should see Kelly by numerous people and upon our first meeting we could see why Kelly came highly recommended. Kelly is dedicated to giving the best advice for your own personal situation. She is particularly skilled at explaining confusing terms. Kelly always follows up in a timely manner and wherever possible will attend to queries without notice. We are confident that any advice Kelly gives is very well considered and researched.”