Financial Adviser
· EAST BRISBANE, VIC
Debra Ann Smith
No disciplinary history on record with ASIC
EAST BRISBANE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272422
Licensee
East Brisbane, QLD (licence address on ASIC register)
About Debra Ann Smith
Debra Ann Smith is a financial adviser based in East Brisbane, Victoria, with 8 years of experience in the financial services industry since 2018. Debra is currently authorised under Sirius Financial Advisers. Debra holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Debra's qualifications include a Certified Financial Planner from Financial Planning Association. Debra is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2022
Certified Financial Planner
Financial Planning Association
2022
Master of Financial Planning
Kaplan Professional
2022
SMSF Specialist Adviser
SMSF Association
2023
Aged Care Steps Accredited Professional
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register