Alan Leslie Smith – Financial Adviser
Adviser identifying number: 332169
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: AVALONFS PTY LTD
Licence number: 437518
Licensee’s ABN: 43162297298
Licence controlled by: Amodio Financial Services Pty Ltd ATF AFS Trust [Date Ceased: 07/04/2016]
The date the Financial Adviser commenced the appointment: 14/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AVALONFS PTY LTD
Authorised Representative identifying number: 437518
Authorised Representative’s ABN: 43162297298
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 Services (Financial Planning) – Archer College
Relevant memberships of professional bodies or industry associations:
Alan Leslie Smith is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation