Josephine Grace Smith – Financial Adviser

Adviser identifying number: 264465
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: KINGSTON FINANCIAL PTY LIMITED
Licence number: 297330
Licensee’s ABN: 55116391774
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KINGSTON FINANCIAL PTY LIMITED
Authorised Representative identifying number: 297330
Authorised Representative’s ABN: 55116391774

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 – University of Technology, Sydney
  • Certified Financial Planner – Financial Planning Association of Australia (FPA)
  • Diploma of Financial Planning – Deakin University
  • Diploma of Superannuation Management – Macquarie University
  • Professional Year Program – Chartered Accountants Australia and New Zealand (CA)

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • Financial Planning Association of Australia (FPA)

Josephine Grace 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
  • FHSA Issued non ADI