Financial Adviser
· NEWCASTLE, NSW
Damian Francis Smith
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246154
Damian Francis Smith is a financial adviser based in Newcastle, New South Wales, with 26 years of experience in the financial services industry. Damian is currently authorised under Tcm Financial Services Pty Ltd. Damian 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd. Damian is a member of SMSF Association.
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
2010
Margin Lending and Geared Investments
Kaplan Professional
2014
ASX Listed Product Accreditation Course
LPAC
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2022
Master of Financial Planning
Kaplan Higher Education Pty Ltd
2022
SMSF Specialist Advisor
SMSF Association & Kaplan Professional