Hillross

Hillross black button
Hillross Albury
Est 1982
533 Kiewa Street, Albury NSW 2640
Hillross Albury is a local family Financial Planning business that specialises in relationships and has grown to be the “planner of choice” in the Albury/Wodonga region. 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
  • Institute of Public Accountants
  • SMSF Professionals' Association of Australia
  • Albury Northside Chamber of Commerce
  • Cancer Council Pro Bono Adviser
  • Centrelink Specialists
  • Corporate Super

Areas of
Expertise

Insurance
Investments
Self Managed Super Fund
Small business
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 is the Practice Principal, with Kelly Mitchell and Wayne Moriarty as Directors 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), and Wayne is a Certified Financial Planner™. They are supported by an additional two financial advisers and four 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, one of the most respected financial groups in the country. 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.


Meet our team

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Tony Smith
Practice Principal

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

Read More KM Feb16
Kelly Mitchell
Director/Snr Financial Adviser

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

Read More Des2 b&w website
Desmond O'Connor
Senior Financial Adviser

Des’ expertise is in mapping a strategic direction for your financial future.…

Read More Wayne_Moriarty_291110
Wayne Moriarty
Director

Wayne has extensive experience working with retirees, large and medium corporate…

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Lindsay Poy
Financial Adviser

Lindsay provides a service role to new and existing clients in the areas of risk,…

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ES Hillross Feb16-24
Liz Smith
Executive Officer
Liz is part of our Management Team and manages our operations, including HR,…
Liz is part of our Management Team and manages our operations, including HR, accounts, IT systems, and marketing (media and online presence).
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KJ Hillross Feb16-6 cropped
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.
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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 experience in the financial planning administration.