Financial Adviser
· ADELAIDE, SA
Michael William Smith
No disciplinary history on record with ASIC
ADELAIDE,
SA
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000295750
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
MAGNITUDE GROUP PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register