Jake Smith – Financial Adviser
Adviser identifying number: 1005804
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence number: 238430
Licensee’s ABN: 86003742756
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016]
The date the Financial Adviser commenced the appointment: 14/06/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Authorised Representative identifying number: 238430
Authorised Representative’s ABN: 86003742756
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:
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Relevant qualifications and training:
- Bachelor of Financial Advising – University of Western Sydney (UWS)
- Diploma of Financial Services (Financial Planning) – TAFE NSW – St George College
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Jake Smith is authorised to provide advices on following products:
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Securities
- Superannuation