Financial Adviser · BARTON, ACT

Alison Joy Smith

BARTON, ACT
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000314720
Currently at
Barton, ACT (firm address)

Alison Joy Smith is a financial adviser based in Barton, Australian Capital Territory, with 19 years of experience in the financial services industry since 2007. Alison is currently authorised under Aset Wealth Management. Alison holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alison's qualifications include a Certified Financial Planner from Financial Planning Association. Alison is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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

1992
Bachelor of Commerce in Accounting
University of Canberra
1998
Chartered Accountant
Institute of Chartered Accountants
2004
Graduate Diploma in Company Secretarial Practice
Chartered Secretaries Australia
2007
Diploma in Financial Services (Financial Planning)
Tribeca
2015
Certified Financial Planner
Financial Planning Association
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Sep 2025 - Present Current
Mar 2008 - Sep 2025 Ceased

Source: ASIC Financial Advisers Register