JOSHUA LUKE SMITH

Financial Adviser ยท Launceston, TAS

Registered

Registration Number

001267593

Registration Status

Registered

Location

Launceston, TAS 7250

Providing Advice Since

2018

Registration Date

14/09/2018

Financial Services Licensee

CONSULTUM FINANCIAL ADVISERS PTY LTD

Licence #000230323

๐Ÿ“š Qualifications & Training

2010 - Commercial Transactions BFA141 - Other - University of Tasmania
2012 - Taxation BFA391 - Other - University of Tasmania
2013 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional

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.