Financial Adviser
· EAST PERTH, WA
Mark Andrew Smith
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001283
Mark Andrew Smith is a financial adviser based in East Perth, Western Australia, with 13 years of experience in the financial services industry. Mark is currently authorised under Croeso Financial Advice Pty Ltd. Mark 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 Graduate Diploma in Financial Planning from Kaplan Higher Education Pty Ltd.
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
2013
Advanced Diploma in Financial Planning
Kaplan Higher Education Pty Ltd
2013
Diploma in Financial Planning
Kaplan Higher Education Pty Ltd
2018
Graduate Certificate in Applied Finance
Kaplan Higher Education Pty Ltd
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2022
Graduate Diploma in Financial Planning
Kaplan Higher Education Pty Ltd
2024
Commercial Law
Kaplan Higher Education Pty Ltd
Registration History
Not authorised to provide personal advice on Securities, Standard Margin Lending
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on Securities; Standard Margin Lending; SMSF.
Source: ASIC Financial Advisers Register