Financial Adviser · ASCOT VALE, VIC

Clinton Smith

ASCOT VALE, VIC

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000428687

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

Clinton Smith is a financial adviser based in Ascot Vale, Victoria, with 26 years of experience in the financial services industry since 2000. Clinton is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Clinton holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Clinton's qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute Of Technology.

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

2002

Bachelor of Business (Financial Planning)

Royal Melbourne Institute Of Technology

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2015

Self Managed Superannuation Funds

Mentor Education Pty Ltd

2017

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Sep 2012 - Present Current

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