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