Financial Adviser
· SYDNEY, NSW
Anthony James Smith
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000319962
Anthony James Smith is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Anthony is currently authorised under Private Wealth Partners Group Pty Limited. Anthony 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 Certified Financial Planner from FPA. Anthony is a member of Financial Advice Association of Australia (FAAA).
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
2007
Bachelor of Business (Applied Finance)
University Of Western Sydney
2008
Certified Financial Planner
FPA
2009
Diploma In Stockbroking
Stockbrokers Association Of Australia
2015
SPAA SMSF Specialist
SPAA
Registration History
Source: ASIC Financial Advisers Register