Financial Adviser · GEELONG WEST, VIC

Delta Rianne Smith

GEELONG WEST, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001266066

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Delta Rianne Smith

Delta Rianne Smith is a financial adviser based in Geelong West, Victoria, with 8 years of experience in the financial services industry since 2018. Delta is currently authorised under Akumin Financial Planning. Delta holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Delta's qualifications include a Master of Financial Planning from Griffith University.

Authorised to Advise On

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

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

Authorised to provide tax financial advice services

Qualifications and Training

2014

SMSF Course

University of Adelaide

2017

Diploma of Financial Planning

Monarch Institute

2018

Graduate Certificate in Financial Planning

Griffith University

2021

Master of Financial Planning

Griffith University

2023

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

2026

Accredited Aged Care Professional

Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited

Jul 2018 - Present Current

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

Source: ASIC Financial Advisers Register