Financial Adviser · WEST LEEDERVILLE, WA

Gavin Paul Smith

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000316758

Gavin Paul Smith is a financial adviser based in West Leederville, Western Australia, with 19 years of experience in the financial services industry. Gavin is currently authorised under Profusion Advisory Group Pty Ltd. Gavin 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 Certified Financial Planner from FPA. Gavin 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

Authorised to provide tax financial advice services

Qualifications and Training

1996
Financial Planning Certificate
Chartered Insurance Institute UK
2001
Certified Financial Planner
FPA
2001
Diploma of Financial Planning
Deakin University
2017
Master of Business Administration
Australian Institute of Business

Registration History

Oct 2023 - Present Current
Dec 2018 - Dec 2019 Ceased
Superannuation - All excludes Self Managed Superannuation Funds
Mar 2012 - Sep 2016 Ceased

Source: ASIC Financial Advisers Register