Financial Adviser
· NORTH SYDNEY, NSW
Kevin Nicholas Smith
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000559
About Kevin Nicholas Smith
Kevin Nicholas Smith is a financial adviser based in North Sydney, New South Wales, with 21 years of experience in the financial services industry since 2005. Kevin is currently authorised under Allied Advice, operating through The Professional Super Advisers. Kevin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kevin's qualifications include a CFP Education Programme from FPA. Kevin is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1983
Bachelor Economics and Accounting
Bristol University
1986
Chartered Accountant
Institute of Chartered Accountants in England and Wales
1991
Bachelor of Accounting (Company Law and Company Tax modules only)
University of Sydney
2004
CFP Education Programme
FPA
2012
ICAA Superannuation Specialist Accreditation Program
UNSW
Registration History
THE PROFESSIONAL SUPER ADVISERS PTY LTD
Source: ASIC Financial Advisers Register