Financial Adviser
· NORTH LAKES, QLD
Mark John Smith
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004085
Mark John Smith is a financial adviser based in North Lakes, Queensland, with 27 years of experience in the financial services industry. Mark is currently authorised under Ri Advice Group Pty Ltd. Mark 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Mark is a member of Accredited Behavioural Finance Professional, Chartered Retirement Planning Counsellor and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2011
Self Managed Superannuation Funds
Kaplan Professional Education
2013
Margin Lending
Kaplan Professional Education
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited