Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTH YARRA, VIC

Cameron Grant Smith

37 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000258246

Cameron Grant Smith is a financial adviser based in South Yarra, Victoria, with 37 years of experience in the financial services industry. Cameron is currently authorised under Charter Financial Planning Limited. Cameron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cameron holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

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

2000
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)

Registration History

Charter Financial Planning Limited
Jun 2013 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
A.C.N. 116 900 362 LIMITED
Jan 2010 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register