DELTA RIANNE SMITH

Financial Adviser · Geelong West, VIC

Registered

Registration Number

001266066

Registration Status

Registered

Location

Geelong West, VIC 3218

Providing Advice Since

2018

Registration Date

18/07/2018

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2014 - SMSF Course - Other - University of Adelaide
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2023 - FPE011 Debt Strategies - Other - 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.