Financial Adviser · WEST PERTH, WA

Adam Campbell Smith

36 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000190

Adam Campbell Smith is a financial adviser based in West Perth, Western Australia, with 36 years of experience in the financial services industry. Adam is currently authorised under Bombora Advice Pty Ltd. Adam holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Adam is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Authorised to provide tax financial advice services

Qualifications and Training

2002
DipFP
FPA
2011
FChFP
AFA
2013
ChLP
AFA
2020
Ethics and Professionalism in Financial Advice
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Dec 2022 - Present Current
LASARITH PTY LTD
Mar 2013 - Dec 2022 Ceased
THE CORPORATE WILL COMPANY PTY LTD
Feb 2009 - Mar 2014 Ceased

Source: ASIC Financial Advisers Register