Financial Adviser
· WARRNAMBOOL, VIC
Malcolm Smith
No disciplinary history on record with ASIC
WARRNAMBOOL,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004816
Malcolm Smith is a financial adviser based in Warrnambool, Victoria, with 21 years of experience in the financial services industry since 2005. Malcolm is currently authorised under Lifespan Financial Planning. Malcolm holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Malcolm's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Malcolm 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
2005
Bachelor of Commerce majoring in Accounting and Financial Planning
Deakin University
2008
Certified Financial Planner
Financial Planning Association of Australia
2015
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register