Financial Adviser · HAMILTON, NSW

Cameron Wallace Smith

HAMILTON, NSW
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000464309
Currently at
Sydney, NSW (firm address)

About Cameron Wallace Smith

Cameron Wallace Smith is a financial adviser based in Hamilton, New South Wales, with 12 years of experience in the financial services industry since 2014. Cameron is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Cameron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cameron's qualifications include a Bachelor of Business (Finance) from Southern Cross 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

2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2014
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Bachelor of Business (Finance)
Southern Cross University
2021
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
FPE016 Self Managed Super Funds
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

Dec 2018 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Sep 2014 - Oct 2015 Ceased
Direct Equities - excludes direct equities advice SMSF - excludes advice on limited recourse borrowing arrangements and advice to set up SMSF

Source: ASIC Financial Advisers Register