Financial Adviser
· SYDNEY, NSW
Damon Smith
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007048
Damon Smith is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Damon is currently authorised under Count Financial Limited. Damon 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 Economics from University of Sydney.
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
2001
Bachelor of Economics
University of Sydney
2007
Graduate Diploma in Applied Finance and Investment
Securities Institute of Australia
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
DFP5v5 Tax for Financial Advising
Kaplan Professional
2019
Self-Managed Superannuation Funds
Kaplan Professional
2019
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Finance Advice
Ethics - Kaplan Higher Education
2020
Margin Lending
Kaplan Professional
2024
Certificate IV in Finance and Mortgage Broking
Finance & Related Services Training Academy (FARSTA)
2026
Diploma of Finance and Mortgage Broking Management
Finance & Related Services Training Academy (FARSTA)