Financial Adviser · BROADBEACH, QLD

Justin Michael Smith

BROADBEACH, QLD

37 Years experience

Tax advice
authorised

ASIC Registered · ADV 000423862

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Justin Michael Smith is a financial adviser based in Broadbeach, Queensland, with 37 years of experience in the financial services industry since 1989. Justin is currently authorised under Akumin Financial Planning. Justin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Justin's qualifications include a Advanced Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

GWM Adviser Services Ltd

2014

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2014

Margin Lending

Financial Education Professionals

2017

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2017

Certificate IV in Finance and Mortgage Broking

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Nov 2014 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Professional Investment Services Pty Ltd

Jun 2012 - Nov 2014 Ceased

National Australia Bank Limited

May 2011 - May 2012 Ceased

Source: ASIC Financial Advisers Register