Jodie Smith – Financial Adviser

Adviser identifying number: 441109
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR SMITH FAMILY DISCRETIONARY TRUST & THE TRUSTEE FOR THE KEILY FAMILY DISCRETIONARY TRUST
Authorised Representative identifying number: 1251644
Authorised Representative’s ABN: 99197786377

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:

• Cavendish & ICFS Specialist SMSF Course – The University of Adelaide
• Diploma of Accounting – GippsTAFE
• Diploma of Financial Services (Financial Planning) – Investment Banking Institute Australia
• SMSF Specialist Advisor – Self Managed Super Fund Association

Relevant memberships of professional bodies or industry associations: Tax Agent

Jodie Smith is authorised to provide advices on following products:

• Superannuation