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:

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