JASON RICHIE SMITH
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1992 - Bachelor of Business (Accounting) - - Deakin University
1997 - CPA Program - - CPA Australia
2000 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2003 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute
2019 - Ethics and Professionalism - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
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.