Financial Adviser · ADELAIDE, SA

Michael William Smith

ADELAIDE, SA
25 Years experience
Tax advice
authorised
ASIC Registered · ADV 000295750
Licensee
Adelaide, SA (licence address on ASIC register)

About Michael William Smith

Michael William Smith is a financial adviser based in Adelaide, South Australia, with 25 years of experience in the financial services industry since 2001. Michael is currently authorised under Halpin Wealth Partners. 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 M669 Graduate Diploma of Financial Planning from Deakin University. 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004
Advanced Diploma
- Financial Planning Association of Australia
2010
LRS Life Risk Specialist
Financial Planning Association of Australia
2021
M669 Graduate Diploma of Financial Planning
Deakin University

Registration History

Oct 2019 - Present Current
MAGNITUDE GROUP PTY LTD
Jul 2016 - Sep 2019 Ceased
GWM ADVISER SERVICES PTY LTD
Dec 2003 - Jul 2016 Ceased

Source: ASIC Financial Advisers Register