Jacqueline Carol Smith – Financial Adviser
Adviser identifying number: 337147
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: AIW DEALER SERVICES PTY LTD
Licence number: 414256
Licensee’s ABN: 59153322420
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 20/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AIW DEALER SERVICES PTY LTD
Authorised Representative identifying number: 414256
Authorised Representative’s ABN: 59153322420
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 Diploma of Financial Services (Financial Planning) – Tribeca
- Diploma of Financial Services (Financial Planning) – Tribeca
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Jacqueline Carol 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility