Financial Adviser
· SYDNEY, NSW
Debbie Mary Smith
No disciplinary history on record with ASIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001760
Debbie Mary Smith is a financial adviser based in Sydney, New South Wales, with 36 years of experience in the financial services industry. Debbie is currently authorised under Capital Guard Au Pty Ltd. Debbie 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 Graduate Diploma of Financial Planning from Kaplan. Debbie 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Planning
Mentor Education
2014
Advanced Diploma of Financial Planning
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
Not authorised to provide advice on self-managed super funds or Margin Lending.
Not SMSF
Source: ASIC Financial Advisers Register