Financial Adviser
· SOUTH PERTH, WA
Barrie Smith
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236948
Barrie Smith is a financial adviser based in South Perth, Western Australia, with 28 years of experience in the financial services industry since 1998. Barrie is currently authorised under Australian Financial Solutions Group. Barrie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Barrie's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Barrie 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services
Deakin University
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register