Financial Adviser · EAST MAITLAND, NSW

Josephine Grace Smith

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000264465

Josephine Grace Smith is a financial adviser based in East Maitland, New South Wales, with 28 years of experience in the financial services industry. Josephine is currently authorised under Interprac Financial Planning Pty Ltd. Josephine 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 Certified Financial Planner from Financial Planning Association of Australia. Josephine is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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

1987
Bachelor of Business
- University of Technology, Sydney
1990
Professional Year Program
Chartered Accountants Australia and New Zealand (CA)
1997
Diploma of Superannuation Management
The Association of Superannuation Funds of Australia
2000
Diploma of Financial Planning
Financial Planning Association of Australia/Deakin University
2001
Certified Financial Planner
Financial Planning Association of Australia
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
SuperConcepts Specialist SMSF Course
The University of Adelaide

Registration History

Apr 2024 - Present Current
Jul 2012 - Apr 2024 Ceased
APS MELB PTY LTD
Aug 2011 - Jul 2012 Ceased
ARC FINANCIAL SOLUTIONS PTY LTD
Feb 2010 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register