Financial Adviser
· DULWICH, SA
Grant Philip Smith
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002979
Grant Philip Smith is a financial adviser based in Dulwich, South Australia, with 32 years of experience in the financial services industry since 1994. Grant is currently authorised under Thornton Group (Australia). Grant holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Grant's qualifications include a Diploma from - Financial Planning Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma
- Financial Planning Association of Australia
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan HIgher Education
Registration History
Source: ASIC Financial Advisers Register