EDEN BEAU SMITH

Financial Adviser ยท South Yarra, VIC

Registered

Registration Number

001268807

Registration Status

Registered

Location

South Yarra, VIC 3141

Providing Advice Since

2018

Registration Date

31/10/2018

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
2026 - SMSF Specialist Advisor Program - Other - SMSF Association

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.