KEVIN GRANT SMITH
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2006 - Bachelor of Commerce (Management and Economics - Bachelor Degree (AQF 7) - University of Kwazulu Natal, South Africa
2012 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2013 - Margin Lending - Other - Pinnacle Financial Services Academy
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Self Managed Superannuation Funds - Other - Kaplan Professional
🏢 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.