Financial Adviser
· HYDE PARK, QLD
Jason William Smith
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269609
Jason William Smith is a financial adviser based in Hyde Park, Queensland, with 8 years of experience in the financial services industry. Jason is currently authorised under Hnw Planning Pty Ltd. Jason 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 from James Cook University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
James Cook University
2012
Diploma of Finance and Mortgage Broking Management
AAMC Training Group
2017
Diploma of Financial Planning
Kaplan Professional
2018
Advanced Financial Planning
Kaplan Professional
2018
Commercial Law
Regulation & Legal Obligations - Kaplan Professional
2019
Margin Lending
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional