Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

David Keith Smith

14 Years experience
Tax advice
authorised
Currently at
Wealth Today Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000426313

David Keith Smith is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. David is currently authorised under Wealth Today Pty Ltd. David 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 Graduate Diploma in Financial Planning from University of New England. David is a member of FChFP - Fellow Chartered Financial Practitioner, Fellow of Finsia and 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

Restrictions: Authorisation does not include Self-Managed Superannuation Fund advice.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Mentor Education
2011
Certificate IV Financial Services (Finance/Mortgage Broking)
International Institute of Technology Pty Ltd (IIT)
2011
Diploma of Financial Services (Finance/Mortgage Broking Management)
International Institute of Technology Pty Ltd (IIT)
2012
Advanced Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2020
FChFP
Association of Financial Advisers
2021
Graduate Diploma in Financial Planning
University of New England

Registration History

Wealth Today Pty Ltd
Mar 2021 - Present Current
Authorisation does not include Self-Managed Superannuation Fund advice.
Akumin Financial Planning Pty Limited
Aug 2012 - Mar 2021 Ceased
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