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)