Kathy Jo Smith – Financial Adviser

Adviser identifying number: 1254357
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: LDB FINANCIAL GROUP PTY LTD
Licence number: 437164
Licensee’s ABN: 83161933777
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LDB SUPERANNUATION SERVICES PTY LTD
Authorised Representative identifying number: 1253818
Authorised Representative’s ABN: 72100796094

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 – Monash University
• RG146 for Superannuation and SMSf – CPA

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• SMSF Association

Kathy Jo Smith is authorised to provide advices on following products:

• Superannuation