Financial Adviser
· MAROOCHYDORE, QLD
Kyla Jade Smith
No disciplinary history on record with ASIC
MAROOCHYDORE,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000470342
Kyla Jade Smith is a financial adviser based in Maroochydore, Queensland, with 11 years of experience in the financial services industry since 2015. Kyla is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Kyla holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kyla's qualifications include a Bachelor of Commerce (Financial Planning) from University of the Sunshine Coast.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (Financial Planning)
University of the Sunshine Coast
2015
ASX Listed Products Accreditation Course
LPAC Online Pty Ltd
2016
Super Concepts & ICFS Specialist SMSF Course
University of Adelaide
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Excluding Self Managed Superannuation Funds
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register