Financial Adviser
· MATRAVILLE, NSW
Andrew Mark Smith
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000284176
Andrew Mark Smith is a financial adviser based in Matraville, New South Wales, with 21 years of experience in the financial services industry. Andrew is currently authorised under Shartru Wealth Management Pty Ltd. Andrew 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 Graduate Diploma in Financial Planning from Securities Institute Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Graduate Diploma in Financial Planning
Securities Institute Australia
2007
ASX Listed Products Accreditation course
ASX & Savings Factory
2007
Financial Essentials Self-Managed Superannuation Fund
Financial Essentials
2015
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2020
Ethics & Professionalism in Financial Advice
Regulation & Legal Obligations - Kaplan Professional