BEVAN ASHLEY SMITH

Financial Adviser ยท West Perth, WA

Registered

Registration Number

001005295

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

2000

Registration Date

29/01/2019

Financial Services Licensee

KODA CAPITAL WA PTY LTD

Licence #000227870

๐Ÿ“š Qualifications & Training

1988 - Bachelor of Science - - University of Western Australia
1996 - Graduate Diploma of Business in Finance - - Edith Cowan University
2017 - Tier 1 Financial Planning - Personal Advice - - Kaplan Professional

๐Ÿข Professional Memberships

Australian Institute of Company Directors (AICD)
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board (TPB)

โ„น๏ธ 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.