Data sourced from ASIC Financial Advisers Register
Financial Adviser · ASCOT VALE, VIC

Clinton Smith

26 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000428687

Clinton Smith is a financial adviser based in Ascot Vale, Victoria, with 26 years of experience in the financial services industry. Clinton is currently authorised under Charter Financial Planning Limited. Clinton 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 Business (Financial Planning) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

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

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

2002
Bachelor of Business (Financial Planning)
Royal Melbourne Institute Of Technology
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
Mentor Education Pty Ltd
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Sep 2012 - 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