Data sourced from ASIC Financial Advisers Register
Financial Adviser · GEELONG WEST, VIC

Delta Rianne Smith

8 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001266066

Delta Rianne Smith is a financial adviser based in Geelong West, Victoria, with 8 years of experience in the financial services industry. Delta is currently authorised under Akumin Financial Planning Pty Limited. Delta 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 Master of Financial Planning from Griffith University.

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

2014
SMSF Course
University of Adelaide
2017
Diploma of Financial Planning
Monarch Institute
2018
Graduate Certificate in Financial Planning
Griffith University
2021
Master of Financial Planning
Griffith University
2023
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jul 2018 - 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