COURTNEAY SMITH
Financial Adviser · Bundall, QLD
📚 Qualifications & Training
1999 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of the Sunshine Coast
2001 - CFPB The Process of Financial Planning (CFP Professional Education Program) - Other - Financial Planning Association of Australia Limited
2001 - Certified Practicing Accountants Australia Program - Professional Designations - CPA Australia Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.