Financial Adviser · SYDNEY, NSW

Alexandra Alice Claire Smith

SYDNEY, NSW

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 001006440

Currently at

Nobleoak Services Limited

Sydney, NSW (firm address)

View firm profile

About Alexandra Alice Claire Smith

Alexandra Alice Claire Smith is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry since 2010. Alexandra is currently authorised under Nobleoak Services Limited, operating through Nobleoak Services. Alexandra holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexandra's qualifications include a Bachelor of Commerce (Banking and Financial Planning) from Griffith University. Alexandra is a member of CFP - Certified Financial Planner (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: 1) The Authorised Representative is not authorised to provide the following services:a) provide Financial Product Advice to clients in respect of any Financial Product not listed in Item 6 of this Schedule;b) deal in any financial product;c) provide Tax (Financial Advice), unless they satisfy the education and training requirements to be appointed as a qualified tax relevant provider.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Commerce (Banking and Financial Planning)

Griffith University

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Nobleoak Services Limited

Aug 2025 - Present Current

1) The Authorised Representative is not authorised to provide the following services:a) provide Financial Product Advice to clients in respect of any Financial Product not listed in Item 6 of this Schedule;b) deal in any financial product;c) provide Tax (Financial Advice), unless they satisfy the education and training requirements to be appointed as a qualified tax relevant provider.

Psk Advisory Services Pty Ltd

Aug 2014 - Nov 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Apr 2013 - Aug 2014 Ceased

Source: ASIC Financial Advisers Register