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