JOSEPHINE GRACE SMITH
Financial Adviser · East Maitland, NSW
📚 Qualifications & Training
1987 - Bachelor of Business – Accounting - - University of Technology, Sydney
1988 - Bachelor of Business - Accounting - Bachelor Degree (AQF 7) - University of Technology, Sydney
1990 - Professional Year Program - Professional Designations - Chartered Accountants Australia and New Zealand (CA)
1997 - Diploma of Superannuation Management - Diploma (AQF 5) - The Association of Superannuation Funds of Australia
2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia/Deakin University
2001 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - SuperConcepts Specialist SMSF Course - Other - The University of Adelaide
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.