Data sourced from ASIC Financial Advisers Register
Financial Adviser · BALCATTA, WA

Darren Smith

BALCATTA, WA
37 Years experience
Tax advice
authorised
ASIC Registered · ADV 000432243
Currently at
Akumin Financial Planning
Sydney, NSW (firm address)
View firm profile

Darren Smith is a financial adviser based in Balcatta, Western Australia, with 37 years of experience in the financial services industry since 1989. Darren is currently authorised under Akumin Financial Planning. Darren holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Darren's qualifications include a Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

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

2007
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Kaplan Higher Education Pty Limited
Kaplan Higher Education Pty Limited
2014
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Dec 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Jul 2010 - Nov 2012 Ceased
Australia And New Zealand Banking Group Limited
Jan 2007 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register