VANESSA MARGARET SMITH
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2001 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2015 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional Education
2018 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd (SMSF)
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.