Financial Adviser · FORTITUDE VALLEY, QLD

Michael Smith

FORTITUDE VALLEY, QLD

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005283

Currently at

MacQuarie Bank Limited

Sydney, NSW (firm address)

View firm profile

About Michael Smith

Michael Smith is a financial adviser based in Fortitude Valley, Queensland, with 14 years of experience in the financial services industry since 2012. Michael is currently authorised under MacQuarie Bank Limited, operating through MacQuarie Bank. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Bachelor of Business/Bachelor of Laws (Majoring in International Business) from Queensland University of Technology. Michael 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 Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Business/Bachelor of Laws (Majoring in International Business)

Queensland University of Technology

2012

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2013

928S Margin Lending

Kaplan Higher Education Pty Limited

2013

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

Registration History

MacQuarie Bank Limited

Nov 2019 - Present Current

MacQuarie Equities Limited

Mar 2008 - Present Current

Source: ASIC Financial Advisers Register