Financial Adviser · BRENDALE, QLD

Kevin Grant Smith

13 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 001003509

Kevin Grant Smith is a financial adviser based in Brendale, Queensland, with 13 years of experience in the financial services industry. Kevin is currently authorised under Infocus Securities Australia Pty Ltd. Kevin 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 Commerce (Management and Economics from University of Kwazulu Natal, South Africa. Kevin 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

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Commerce (Management and Economics

University of Kwazulu Natal, South Africa

2012

Diploma of Financial Planning

Monarch Institute

2013

Margin Lending

Pinnacle Financial Services Academy

2016

Advanced Diploma of Financial Planning

Monarch Institute

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2021

Self Managed Superannuation Funds

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Jun 2022 - Present Current

Securities excludes direct equities advice

Australia And New Zealand Banking Group Limited

Jan 2013 - May 2022 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.

Source: ASIC Financial Advisers Register