Financial Adviser · SYDNEY, NSW

David Curzon Smith

34 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000446

David Curzon Smith is a financial adviser based in Sydney, New South Wales, with 34 years of experience in the financial services industry. David is currently authorised under Hub Wealth Management Pty Ltd. David 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 Financial Planning Association. David 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

Authorised to provide tax financial advice services

Qualifications and Training

1988
Bachelor of Arts
UNSW
1988
Bachelor of Laws
UNSW
2002
Diploma of Financial Planning
Kaplan
2005
Certified Financial Planner
Financial Planning Association

Registration History

Mar 2011 - Present Current
Apr 2010 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register