Financial Adviser
· BALCATTA, WA
Scott Jarrod Smith
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300875
Scott Jarrod Smith is a financial adviser based in Balcatta, Western Australia, with 20 years of experience in the financial services industry. Scott is currently authorised under Wealth Partners Wa Pty Ltd. Scott 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional Education. Scott 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
2006
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2018
Fellow Chartered Financial Practitioner (FChFP)
Kaplan / AFA