Anthony Smith – Financial Adviser

Adviser identifying number: 446968
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: CASHEL FINANCIAL SERVICES PTY LTD
Licence number: 306803
Licensee’s ABN: 23106177093
Licence controlled by: CASHEL HOUSE GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 16/09/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CASHEL FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 306803
Authorised Representative’s ABN: 23106177093

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:

• Margin Lending and Geared Investments – Kaplan
• PS 146 Accreditation-Tier 1 – SDIA

Relevant memberships of professional bodies or industry associations:

Anthony Smith is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation / A person’s existing holding in a superannuation product
• Margin Lending Facility / Standard Margin Lending Facility