Hillross

2 Planners Hillross Feb16-33
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: 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 Wayne Moriarty as a Director of the firm. Tony is a qualified Accountant and Financial Adviser. Wayne is a Certified Financial Planner™.
They are both supported by an additional two financial advisers and four support staff. Our business has been providing quality financial advice in the Albury/Wodonga region for over 30 years.

We have embraced the Hillross Financial Freedom branding, and even though we have changed our name, we still maintain the same great team providing the same great service.

Hillross Albury is an award winning (top 10) Hillross firm. Our services, products and systems are supported by Hillross, one of the most respected financial groups in the country. Hillross ensures that our conduct is exemplary, our systems are sound and 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

Read More Tony_Smith_301110
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/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 Assistant
Liz is part of our Management Team and manages our business operations, including HR,…
Liz is part of our Management Team and manages our business 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 our client…
Kelly has been with us since 1988 and is responsible for the management our client reviews.
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JM Hillross Feb16-14_cropped
Jess McKenzie
Technical Services Officer
Jess provides effective technical and administrative support to our financial…
Jess provides effective technical and administrative support to our financial advisers in the preparation of advice and planning for new and existing clients. She works in a part-time capacity as she studies towards a Bachelor of Business at LaTrobe Uni.
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Rylee Kable
Client Services Officer
Rylee is responsible for lodgements and support services for clients. She is PA to…
Rylee is responsible for lodgements and support services for clients. She is PA to the Practice Principal, Tony, and also Financial Adviser/Director, Wayne. Rylee is currently studying towards a Bachelor of Accounting at CSU.
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Jenny Critchley
Client Services Officer
Jenny is responsible for lodgements and support services for clients. She is PA to…
Jenny is responsible for lodgements and support services for clients. She is PA to Advisers Kelly and Des. Jenny is currently studying towards a Bachelor of Business at CSU.
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Lauren Smith
Administration Officer
Lauren is the first point of contact for clients. She completed her HSC in 2016 and…
Lauren is the first point of contact for clients. She completed her HSC in 2016 and is currently having a gap year as our Administration Officer. Lauren's digital skills provide assistance in production of marketing materials. Lauren will study at Deakin in Melbourne commencing 2018.
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Tarryn McLeod
Client Services Officer
Tarryn is one of our Client Service Officers and provides planner support. She is…
Tarryn is one of our Client Service Officers and provides planner support. She is currently on maternity leave.