Financial Adviser
· PYMBLE, NSW
Vanessa Smith
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000464556
Vanessa Smith is a financial adviser based in Pymble, New South Wales, with 12 years of experience in the financial services industry. Vanessa is currently authorised under Bluewater Financial Advisors Pty Ltd. Vanessa 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 from Australian Catholic University. Vanessa is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
2006
Bachelor of Business
Australian Catholic University
2008
Diploma of Financial Services
Carlyle Institute
2008
Institute of Chartered Accountants
Institute of Chartered Accountants
2017
Tax (Financial) Adviser
Tax Practitioners Board
2024
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan