Financial Adviser
· CREMORNE, NSW
Daniel Smith
No disciplinary history on record with ASIC
CREMORNE,
NSW
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001314558
Daniel Smith is a financial adviser based in Cremorne, New South Wales. Daniel is currently authorised under Life Money Co Services. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Commerce (Corporate Finance) from University of Adelaide. Daniel is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce (Corporate Finance)
University of Adelaide
2025
Graduate Diploma of Financial planning
Kaplan
2025
SMSF Specialist Advisor Program (SSA)
SMSF Association