Financial Adviser · MAROOCHYDORE, QLD

Dennis John Smart

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000237712

Currently at

Maroochydore, QLD

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Dennis John Smart is a financial adviser based in Maroochydore, Queensland, with 24 years of experience in the financial services industry since 2002. Dennis is currently authorised under Ellerfield Private Wealth, operating through Ellerfield Wealth. Dennis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dennis's qualifications include a Diploma of Financial Services from Deakin Financial Services Group. Dennis is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Restrictions: Also authorised for Deposit and Payment Products limited to Basic Deposit Products and Deposit Products other than Basic Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services

Deakin Financial Services Group

2005

Margin Lending

Pinnacle Group Financial Services

2019

Superannuation & Retirement

Kaplan

2020

Ethics and Professionalism

Ethics - Kaplan

Registration History

Ellerfield Private Wealth Pty Limited

Dec 2022 - Present Current

Also authorised for Deposit and Payment Products limited to Basic Deposit Products and Deposit Products other than Basic Deposit Products

Sentry Financial Services Pty Ltd

Jul 2005 - Dec 2022 Ceased

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Source: ASIC Financial Advisers Register