Financial Adviser
· BELLA VISTA, NSW
Christopher Paul Smith
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000310280
Christopher Paul Smith is a financial adviser based in Bella Vista, New South Wales, with 17 years of experience in the financial services industry. Christopher is currently authorised under Infocus Securities Australia Pty Ltd. Christopher 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 Advanced Diploma of Financial Planning from AAMC Training Group. Christopher 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2016
Self Managed Super Funds
Integrity Education Group
2017
Advanced Diploma of Financial Planning
AAMC Training Group
2019
Margin Lending Accreditation Program
Western Sydney University
Registration History
Restricted from giving advice in Self Managed Superannuation Funds
MERITUM FINANCIAL GROUP PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register