Financial Adviser
· WINNELLIE, NT
David Stafford Smith
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249569
David Stafford Smith is a financial adviser based in Winnellie, Northern Territory, with 24 years of experience in the financial services industry. David is currently authorised under Ri Advice Group 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Services. David is a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Financial Services
2006
Diploma of Financial Services (Financial Planning)
AMP Financial Services
2009
SMSF Specialist Adviser
SMSFA
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2014
Accredited Listed Product Adviser Program
Kaplan Professional Education