James Smith
authorised
James Smith is a financial adviser based in Hackett, Australian Capital Territory, with 15 years of experience in the financial services industry since 2011. James is currently authorised under Guideway Financial Services. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Restrictions: Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
Authorised to provide tax financial advice services
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register