Courtneay Smith – Financial Adviser
Adviser identifying number: 260807
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: AUSTRALIAN ADVICE NETWORK PTY LTD
Licence number: 472901
Licensee’s ABN: 13602917297
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN ADVICE NETWORK PTY LTD
Authorised Representative identifying number: 472901
Authorised Representative’s ABN: 13602917297
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) – University of the Sunshine Coast
- Certified Financial Planner Program – The Financial Planning Process – FPA
- Certified Practising Accountant Program – CPA Australia
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Courtneay Smith is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- 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