Financial Adviser · EDGECLIFF, NSW

Gary Winwood-smith

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000250835

Gary Winwood-smith is a financial adviser based in Edgecliff, New South Wales, with 22 years of experience in the financial services industry. Gary is currently authorised under Charter Financial Planning Limited. Gary 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 Commerce (Financial Planning and Investments) from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Commerce (Financial Planning and Investments)

Griffith University

2014

Certificate IV in Finance and Mortgage Broking

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Dec 2011 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register