Jason Richie Smith – Financial Adviser

Adviser identifying number: 1237623
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: THINK INDEPENDENT PTY LIMITED
Licence number: 480493
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THINK INDEPENDENT PTY LIMITED
Authorised Representative identifying number: 480493
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:

• Bachelor of Business (Accounting) – Deakin University
• CPA Program – CPA Australia
• Graduate Diploma in Financial Planning – Securities Institute
• Graduate Diploma of Applied Finance & Investment – Securities Institute

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia (Finsia)

Jason Richie 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