Josephine Grace Smith – Financial Adviser

Adviser identifying number: 264465
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: KINGSTON FINANCIAL PTY LIMITED
Licence number: 297330
Licensee’s ABN: 55116391774
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KINGSTON FINANCIAL PTY LIMITED
Authorised Representative identifying number: 297330
Authorised Representative’s ABN: 55116391774

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business ? Accounting – University of Technology, Sydney
• Certified Financial Planner – Financial Planning Association of Australia (FPA)
• Diploma of Financial Planning – Deakin University
• Diploma of Superannuation Management – Macquarie University
• Professional Year Program – Chartered Accountants Australia and New Zealand (CA)

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

Josephine Grace Smith is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• FHSA Issued non ADI