Financial Adviser
· MELBOURNE, VIC
Jason Richie Smith
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237623
Jason Richie Smith is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry. Jason is currently authorised under Think Independent Pty Limited. Jason 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 (Accounting) from Deakin University. Jason 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
1992
Bachelor of Business (Accounting)
Deakin University
1997
CPA Program
CPA Australia
2000
Graduate Diploma in Financial Planning
Securities Institute
2003
Graduate Diploma of Applied Finance & Investment
Securities Institute
2019
Ethics and Professionalism
Ethics - Kaplan
Registration History
GPL (VIC) PTY LTD
GWM ADVISER SERVICES PTY LTD
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register