MARK JOHN SMITH
Financial Adviser · Milton, QLD
📚 Qualifications & Training
2003 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2011 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2013 - Margin Lending - Other - Kaplan Professional Education
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Accredited Behavioural Finance Professional
Chartered Retirement Planning Counsellor
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.