Financial Adviser · VARSITY LAKES, QLD

Adam Joseph Smith

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000346218

Adam Joseph Smith is a financial adviser based in Varsity Lakes, Queensland, with 16 years of experience in the financial services industry. Adam is currently authorised under Akumin Financial Planning Pty Limited. Adam 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 in Financial Planning and Investments from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Commerce in Financial Planning and Investments

Griffith University

2013

SMSF Course

University of Adelaide

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Mar 2010 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register