Financial Adviser
· MOUNT GRAVATT, QLD
Michael David Alexander Smith
No disciplinary history on record with ASIC
MOUNT GRAVATT,
QLD
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300672
Michael David Alexander Smith is a financial adviser based in Mount Gravatt, Queensland, with 22 years of experience in the financial services industry since 2004. Michael is currently authorised under Ri Advice Group. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Diploma of Financial Advising from Securities Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Advising
Securities Institute
2006
Self Managed Super Funds
Tribeca
2011
ASX ALPA Program
Kaplan
2016
Tier 1 Margin Lending
Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register