Anthony Smith – Financial Adviser
Adviser identifying number: 446968
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991
Name of the licence holder: CASHEL FINANCIAL SERVICES PTY LTD
Licence number: 306803
Licensee’s ABN: 23106177093
Licence controlled by: CASHEL HOUSE GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 16/09/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CASHEL FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 306803
Authorised Representative’s ABN: 23106177093
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:
- Margin Lending and Geared Investments – Kaplan
- PS 146 Accreditation-Tier 1 – SDIA
Relevant memberships of professional bodies or industry associations:
Anthony Smith is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Foreign Exchange Contracts
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation / A person’s existing holding in a superannuation product
- Margin Lending Facility / Standard Margin Lending Facility