Kevin Nicholas Smith – Financial Adviser
Adviser identifying number: 1000559
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: THE PROFESSIONAL SUPER ADVISERS PTY LTD
Licence number: 321895
Licensee’s ABN: 21129384416
Licence controlled by: KN SMITH
The date the Financial Adviser commenced the appointment: 15/04/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE PROFESSIONAL SUPER ADVISERS PTY LTD
Authorised Representative identifying number: 321895
Authorised Representative’s ABN: 21129384416
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 Economics and Accounting – Bristol University
- Bachelor of Accounting (Company Law and Company Tax modules only) – University of Sydney
- CFP Education Programme – FPA
- Chartered Accountant – Institute of Chartered Accountants in England and Wales
- ICAA Superannuation Specialist Accreditation Program – UNSW
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Kevin Nicholas 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
- Superannuation