ANDREW JOHN SMITH
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1995 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Education
1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association
2001 - CERTIFIED FINANCIAL PLANNER - - FINANCIAL PLANNING ASSOCIATION
2011 - MARGIN LENDING ACCREDITATION PROGRAM - - DEAKIN PRIME
2017 - Tax (Financial) Adviser - - TAX PRACTITIONERS BOARD
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Stockbrokers and Investment Advisers Association (SIAA)
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.