Financial Adviser
· SYDNEY, NSW
Huw Smith
No disciplinary history on record with ASIC
SYDNEY,
NSW
8
Years experience
ASIC Registered · ADV 001271817
About Huw Smith
Huw Smith is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Huw is currently authorised under Fortitude Private Wealth. Huw holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Huw's qualifications include a Bachelor of Applied Finance from Macquarie University.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2017
Bachelor of Applied Finance
Macquarie University
2017
Bachelor of Economics
Macquarie University
2018
DFP 1 Financial Planning Fundamentals
Kaplan
2018
DFP 2 Insurance and risk protection
Kaplan
2025
FPC001B-Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2025
FPC007B- Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional