David Stuart Smith – Financial Adviser
Adviser identifying number: 245215
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: INDUSTRY FUND SERVICES LIMITED
Licence number: 232514
Licensee’s ABN: 54007016195
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD.
The date the Financial Adviser commenced the appointment: 27/11/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INDUSTRY FUND SERVICES LIMITED
Authorised Representative identifying number: 000232514
Authorised Representative’s ABN: 54007016195
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:
- Adv Dip Financial Services (Financial Planning) – Pinnicle
- Bachelor of Business ( FIN & Eco) – UTS
- Diploma Financial Services (Financial Planning) – Pinnincle
- Grad Cert Sustainability – Swinburne University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
David Stuart 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
- Securities
- Superannuation