ADAM JOSEPH SMITH

Financial Adviser · Varsity Lakes, QLD

Registered

Registration Number

000346218

Registration Status

Registered

Location

Varsity Lakes, QLD 4227

Providing Advice Since

2010

Registration Date

31/03/2010

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2009 - Bachelor of Commerce in Financial Planning and Investments - Bachelor Degree (AQF 7) - Griffith University
2013 - SMSF Course - Other - University of Adelaide
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.