Financial Adviser
· WOOLLOONGABBA, QLD
Leigh Smith
No disciplinary history on record with ASIC
WOOLLOONGABBA,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000470946
About Leigh Smith
Leigh Smith is a financial adviser based in Woolloongabba, Queensland, with 11 years of experience in the financial services industry since 2015. Leigh is currently authorised under Beryllium Advisers, operating through Diversified Wealth. Leigh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leigh's qualifications include a Master of Business from University of Southern Queensland. Leigh is a member of CPA Australia (CPA).
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
2004
Bachelor of Commerce
Griffith University
2009
Certified Practicing Accountants
CPA Australia
2011
Master of Business
University of Southern Queensland
2014
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2014
Margin Lending Accreditation Program
Stockbrokers Association of Australia
2015
Certificate IV Finance and Mortgage Broking
AAMC Training Group
2016
TASACLv1 Commercial Law
Kaplan Professional
2020
FPC002B
Bridging Course - Ethics - Kaplan Professional
Registration History
ASPIRI FINANCIAL SERVICES PTY LTD
ASPIRI FINANCIAL SERVICES PTY LTD
Direct Equities excludes direct equities advice
ACN 130 288 578 PTY LTD
Source: ASIC Financial Advisers Register