Financial Adviser
· MELBOURNE, VIC
Thomas Neville Smith
No disciplinary history on record with ASIC
MELBOURNE,
VIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304885
Thomas Neville Smith is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry since 2024. Thomas is currently authorised under Principal Partners (VIC). Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Bachelor of Business from Monash University.
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
2018
Bachelor of Business
Monash University
2020
Ethics and Professionalism in Financial Advice
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
SuperConcepts & ICFS Specialist SMSF Course
The University of Adelaide - Super Concepts
Registration History
Source: ASIC Financial Advisers Register