Financial Adviser
· TOORAK, VIC
Christopher Smith
No disciplinary history on record with ASIC
TOORAK,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253835
About Christopher Smith
Christopher Smith is a financial adviser based in Toorak, Victoria, with 9 years of experience in the financial services industry since 2017. Christopher is currently authorised under Spark Advisors Australia, operating through Cjs Management. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Master of Financial Planning from Deakin University. Christopher is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Kaplan
2017
Managed Investment Advisor
Mentor
2022
Graduate Diploma of Financial Planning
Deakin University
2024
Master of Financial Planning
Deakin University
Registration History
Securities advice excludes Direct Equities
Not Authorised for SMSF
Direct Equities excludes direct equities advice and SMSF excludes SMSF
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register