Financial Adviser
· BRISBANE, QLD
Josephine Smith
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237973
Josephine Smith is a financial adviser based in Brisbane, Queensland, with 11 years of experience in the financial services industry. Josephine is currently authorised under Lgt Wealth Management Limited. Josephine holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Business Law) from Curtin University of Technology. Josephine is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Kaplan
2014
Bachelor of Commerce (Business Law)
Curtin University of Technology
2020
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Financial Planning
Kaplan
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register