Financial Adviser · BUNDALL, QLD

Courtneay Smith

26 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000260807

Courtneay Smith is a financial adviser based in Bundall, Queensland, with 26 years of experience in the financial services industry. Courtneay is currently authorised under Australian Advice Network Pty Ltd. Courtneay 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 CFPB The Process of Financial Planning (CFP Professional Education Program) from Financial Planning Association of Australia Limited. Courtneay is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Not authorised to provide advice in Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business (Accounting)

University of the Sunshine Coast

2001

CFPB The Process of Financial Planning (CFP Professional Education Program)

Financial Planning Association of Australia Limited

2001

Certified Practicing Accountants Australia Program

CPA Australia Ltd

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2024

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Australian Advice Network Pty Ltd

Dec 2017 - Present Current

Not authorised to provide advice in Self Managed Superannuation Funds

Australian Advice Network Pty Ltd

May 2015 - Dec 2017 Ceased

Professional Investment Services Pty Ltd

Apr 2011 - Jun 2015 Ceased

restricted from giving advice in Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register