Carl Ronald Smith – Financial Adviser
Adviser identifying number: 1253455
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: MY FINANCIAL ADVISOR PTY LTD
Licence number: 222497
Licensee’s ABN: 45078892887
Licence controlled by:
The date the Financial Adviser commenced the appointment: 31/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MY FINANCIAL ADVISOR PTY LTD
Authorised Representative identifying number: 222497
Authorised Representative’s ABN: 45078892887
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: Diploma of Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations:
Carl Ronald Smith is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Securities
- Superannuation
- Managed Investment Schemes (Registered or Unregistered)