Financial Adviser
· ERINA, NSW
Kurt Smith
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000438853
Kurt Smith is a financial adviser based in Erina, New South Wales, with 13 years of experience in the financial services industry. Kurt is currently authorised under Synchron Advice Pty Ltd. Kurt 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) from Swinburne University of Technology.
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
2011
Diploma of Financial Services (Financial Planning)
Mentor Education Group
2015
Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2015
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2021
Bachelor of Business (Economics)
Swinburne University of Technology
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
ACN 128 650 037 PTY LIMITED
ACN 128 650 037 PTY LIMITED
Source: ASIC Financial Advisers Register