George Colin Smith – Financial Adviser
Adviser identifying number: 382652
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: BAILLIEU HOLST LTD
Licence number: 245421
Licensee’s ABN: 74006519393
Licence controlled by:
The date the Financial Adviser commenced the appointment: 12/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BAILLIEU HOLST LTD
Authorised Representative identifying number: 245421
Authorised Representative’s ABN: 74006519393
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:
- 925 Life Insurance & Skills – Kaplan Professional
- Bachelor of Arts (Honours) – University of Western Australia
- Core 1 Securities & Managed Investments Accreditation Program – Deakin Prime
- Margin Lending Accreditation Program – Deakin Prime
- Specialist Knowledge : Superannuation – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
George Colin Smith is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Foreign Exchange Contracts
- 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services