KEVIN NICHOLAS SMITH
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
1983 - Bachelor Economics and Accounting - - Bristol University
1986 - Chartered Accountant - - Institute of Chartered Accountants in England and Wales
1991 - Bachelor of Accounting (Company Law and Company Tax modules only) - - University of Sydney
2004 - CFP Education Programme - - FPA
2012 - ICAA Superannuation Specialist Accreditation Program - - UNSW
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.