Financial Adviser
· HAWTHORN EAST, VIC
Jerome Peter Smith
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003608
Jerome Peter Smith is a financial adviser based in Hawthorn East, Victoria, with 30 years of experience in the financial services industry. Jerome is currently authorised under Sovereign Financial Group Pty Ltd. Jerome 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 CFP from FPA. Jerome 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Advanced Diploma Financial Services (Financial Planning)
FPA
2001
CFP
FPA
2010
Advanced SMSF Strategy Training
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Commercial Law
Kaplan
2025
Tax for Financial Advising
Kaplan