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

Eden Beau Smith

8 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001268807

Eden Beau Smith is a financial adviser based in South Yarra, Victoria, with 8 years of experience in the financial services industry. Eden is currently authorised under Charter Financial Planning Limited. Eden 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 Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Deakin University
2023
Master of Financial Planning
Deakin University
2026
SMSF Specialist Advisor Program
SMSF Association

Registration History

Charter Financial Planning Limited
Oct 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