Natallia Smith – Financial Adviser
Adviser identifying number: 1001424
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: ASSETPLAN FINANCIAL SERVICES PTY LTD
Licence number: 229613
Licensee’s ABN: 80092195572
Licence controlled by: TOLAN PTY. LTD.
The date the Financial Adviser commenced the appointment: 13/09/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASSETPLAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 229613
Authorised Representative’s ABN: 80092195572
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:
- Advanced Diploma of Financial Services – FINSIA
- Bachelor of Psychology – Gomel State University
- Diploma of Finance and Mortgage Broking Management – Kaplan
- Graduate Certificate of Business – Monsah University
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
Natallia 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