Financial Adviser
· ALBURY, NSW
Martin Smith
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264060
Martin Smith is a financial adviser based in Albury, New South Wales, with 8 years of experience in the financial services industry. Martin is currently authorised under Securinvest Financial Planners Pty. Ltd.. Martin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Economics and Finance) from RMIT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Business (Economics and Finance)
RMIT
2004
Applied Finance and Investment
FINSA
2006
Certified Investment Management Analyst (CIMA)
Investment Management Consultants Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register