Kevin Grant Smith – Financial Adviser
Adviser identifying number: 1003509
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence number: 234527
Licensee’s ABN: 11005357522
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 10/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Authorised Representative identifying number: 234527
Authorised Representative’s ABN: 11005357522
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 Commerce – University of Kwazulu Natal
- DPML Margin lending – Pinnacle
- Diploma of Financial Planning – Monarch Institute
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Kevin Grant 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