VANESSA SMITH
Financial Adviser · Roseville, NSW
📚 Qualifications & Training
2006 - Bachelor of Business - Bachelor Degree (AQF 7) - Australian Catholic University
2008 - Diploma of Financial Services - Diploma (AQF 5) - Carlyle Institute
2008 - Institute of Chartered Accountants - Professional Designations - Institute of Chartered Accountants
2017 - Tax (Financial) Adviser - Professional Designations - Tax Practitioners Board
2024 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.