Financial Adviser
· NEWCASTLE, NSW
Philip Toby Smith
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000252870
Philip Toby Smith is a financial adviser based in Newcastle, New South Wales, with 22 years of experience in the financial services industry. Philip is currently authorised under Count Financial Limited. Philip 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 from University of Newcastle. Philip is a member of Financial Advice Association of Australia (FAAA) and Million Dollar Round Table (MDRT).
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
2002
Bachelor of Commerce
University of Newcastle
2004
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Professional
2016
Self Managed Superannuation Funds
Kaplan Professional
2021
Accredited Listed Product Adviser Program
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
Source: ASIC Financial Advisers Register