Financial Adviser
· WARRNAMBOOL, VIC
Adam Peter Smith
No disciplinary history on record with ASIC
WARRNAMBOOL,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001219
About Adam Peter Smith
Adam Peter Smith is a financial adviser based in Warrnambool, Victoria, with 18 years of experience in the financial services industry since 2008. Adam is currently authorised under Sinclair Wilson Investment Services. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a master of Applied Finance from Charles Sturt University.
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
2007
Bachelor of Business Financial Planning
Royal Melbourne Insitute of Technology
2011
master of Applied Finance
Charles Sturt University
Registration History
Source: ASIC Financial Advisers Register