Damien Smith – Financial Adviser
Adviser identifying number: 1003613
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: SOVEREIGN FINANCIAL GROUP PTY LTD
Licence number: 383416
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SOVEREIGN FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 383416
Authorised Representative’s ABN:
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:
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Relevant qualifications and training:
- Advanced SMSF Strategy Training – Kaplan
- Bachelor of Commerce – University of Melbourne
- Masters of Business Administration – University of Melbourne
- PS 146 – Integratec
Relevant memberships of professional bodies or industry associations:
Damien Smith is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation / Self-Managed Superannuation Fund
- Margin Lending Facility / Standard Margin Lending Facility