Barbara Mary Smith – Financial Adviser
Adviser identifying number: 1001111
Status: Current
Adviser’s ABN: 20157503718
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: OASIS WEALTH PTY LTD
Licence number: 293770
Licensee’s ABN: 68115464750
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/12/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OASIS WEALTH PTY LTD
Authorised Representative identifying number: 293770
Authorised Representative’s ABN: 68115464750
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:
- Bachelor of Business (Accounting) – V. I. C.
- Bachelor of Education – Latrobe University
- Diploma of Financial Planning – Deakin Univesity / IAFP
- Master Taxation Studies – Monash University Law School
- Master of Business – Phillip Inst of Technology
Relevant memberships of professional bodies or industry associations:
Barbara Mary Smith is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Securities
- Superannuation