Financial Adviser · WARRAWONG, NSW

Brandon James Lee Smith

WARRAWONG, NSW

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001298821

Licensee

Lfc Group

Sydney, NSW (licence address on ASIC register)

View licensee

About Brandon James Lee Smith

Brandon James Lee Smith is a financial adviser based in Warrawong, New South Wales, with 3 years of experience in the financial services industry since 2023. Brandon is currently authorised under Lfc Group. Brandon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brandon's qualifications include a Bachelor of Commerce from University of Canberra.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Commerce

University of Canberra

2023

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Lfc Group Pty Limited

Oct 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Sep 2022 - Jan 2024 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register